Team members and permissions

Owners and members

Everyone on your team is either an owner or a member.

• An owner has full access to every job your business has, can approve anything in the queue, and manages the team.
• A member has exactly the access an owner, or your operator on your behalf, has given them, job by job. A new member starts with no access to any job until it is granted.

Which jobs your business has at all is set up with your operator. Permissions decide who on your team can work with those jobs; they never add a job your business does not have.

Where to manage the team

Owners manage the team from the Team panel at the foot of the Queue tab.

Inviting a teammate

Type their email address into the Team panel and choose Invite. They are emailed an invitation to sign in, and the panel tells you it was sent. If they were already invited, inviting them again re-sends the invitation. On a demo workspace no email is sent, and the panel says so.

They sign in with that same address; see signing in.

Choosing what each member can do

Under each member, every job has two boxes:

• View lets them open that job's drafts and its history.
• Approve lets them approve and reject that job's drafts. Ticking Approve ticks View as well, and unticking View unticks Approve, so the two boxes never disagree.

Approve is checked by the server every time a decision is made, not only by the buttons on the page.

Removing a teammate

Choose Remove beside their name. Their access ends at once, even if they are signed in at that moment. They stay on the list, marked removed. The panel does not offer to remove an owner.

To bring someone back, invite their address again. They return with the access they had before, and no email is sent.

What your operator can do here

Your operator can make the same team changes on your behalf, for example while helping you get set up: add and remove members and change their View and Approve boxes. Each change they make is recorded in your own done trail as theirs.

What they cannot do is approve. Giving a member Approve lets that member decide drafts as themselves; it never lets the operator decide one.