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Make sure you’re in Members and Permissions, via either left nav ot the cmd+k shortcut

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Add new team members

  1. Tap Invite members in the bottom right corner
  2. To invite via access code, copy your access code and send it to your team members. They can join your team via access code.
  3. To invite via email, tap invite via email and enter the email addresses of everyone you’d like to invite. Tap Invite to send the invitations to all members in the list. They can then join your team via email.

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Adjust member access within the team

Only team admins can edit member roles within the etam
  1. Tap the dropdown under Role , and select the role you’d like to apply to this user. Selecting the new role automatically updates it for the user

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Edit a members access to agents

  1. Click the a given users row to see the list of agents they have access to, and what their permissions are, in the right-drawer
  2. Change their access for each agent by selecing a new value in the dropdown
    RolePermissions
    adminThe user can run queries against this agent, add team members and/or sources, view agent analytics, and delete the agent
    editThe user can run queries against this agent, add team members and/or sources, and view agent analytics
    viewThe user can only run queries against this agent
    removeThe user has no access to this agent