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The Team page, titled Team Management, is where you control who can work in your organization and what they can do. Open it from Team in the header.
Only owners and admins can open the Team page. Managers and scanners do not see the link, and opening the address directly shows Access denied.

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Roles

When you add or edit a member you choose one of three roles: Every organization also has an owner, the person who created it. The owner appears in the member list but cannot be edited or removed from this page.

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The member list

The table shows each Member and their Role. Long lists are split into pages of 15. Each row, except the owner’s, has two icon buttons: a pencil to edit and a bin to remove.

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Add a team member

1

Select Add

Select Add at the top of the page. The Add a Team Member window opens.
2

Fill in the details

  • Name: required. Enter the person’s full name.
  • Email: required, and it must be a valid email address.
  • Role: required. Choose Admin, Manager or Scanner. Each option shows a short description.
3

Save

Select Save. You see “Updating…” and then “<email> has been added to your workspace”, and the person appears in the list.

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Change a member’s role

Select the pencil on their row. In Edit Team Member, name and email are locked; you can only change the Role. Select Save and you see “<email> has been updated”.
If you change your own role to one that cannot access the Team page, you may lose access to it straight away.

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Remove a member

Select the bin on their row. A Remove member confirmation asks “Are you sure you want to remove … from your workspace?” Select Remove member to confirm, or Cancel. You see “<email> has been removed”.