Team Management

Teams

4min



We're all in this together now

Discover how to manage teams effortlessly with our platform. This document includes:

  • A guide to setting up teams from scratch.
  • Best practices for managing roles and responsibilities.
  • How to use team activity insights to improve efficiency. Build a strong foundation for your team management needs.

Getting Started with your Team

When you first log in, you will be greeted to your team list. If you are not currently on a team, you can click the + New Team button to start one. You can think of a Team as a shared account. You can invite others to your team to collaborate on a project. Or you can stay as a single member team, as is the default.

After you decide to create your team, you can then give the team a name, and choose a team image if you choose.



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When you create the team you are able to go to your Team page, edit your team, or invite others.

Editing your team allows you to change your team name or Team image.

Click the Manage Users option or the +Team Member button to add a new team member. You can then assign permissions to the new user you are inviting. The permissions are:

Read: Read permissions can only see existing wallets and balances, but cannot interact with any infrastructure.

Write: This permission includes the ability to interact more with the wallet and create new environments and wallets. This permission includes the ability to send/receive.

Team Management: Allow this permission for members of your team you want to have the power to add or remove team members, or change settings such as team name or the team logo.

Billing: The billing permission allows the team member to add or remove payment methods for the services, along with seeing invoices and current information on the billing status of the team.

After you are done inviting team members, you can go back to your dashboard for your current Environments. You can remove, change, add, and more from the Team Options near the bottom of the environments dashboard.

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If you need to add someone to your Team or remove someone, you can do so from the Manage Users option on the Team menu.