Add or remove team members

On this page:

• Add team members
• Remove team members

Add team members

1. Navigate to the People tab in Settings.
2. Select Add new members.
3. Add the email address of each team member you want to invite.
   Note: You can separate email addresses by pressing enter.
4. Assign licenses. Choose their access type(s), access level, Approval flow settings (if enabled for your account), and Admin permissions.
   Note: Creator and Viewer are standard role types, but your account may have custom roles.
5. When finished, select Send email to add the new members.
   Note: If someone loses an invitation or hasn't responded, you can send a reminder to join.

If you need to make changes before adding team members, do any of the following:

• To add another person, select ① Add new members.
• To change a person's profile, select Edit.
• To remove someone, select Remove.
• To remove everyone, select Cancel.

Remove team members

• Removing a team member will only remove their access to the platform; it won't remove any tests they've created.
• To remove their tests, select All creators from the Tests view of your Dashboard. Then, choose the team member's name from the drop-down menu to locate their tests.
• To remove team members from specific workspaces without deleting them entirely, review our Workspaces FAQ article.
• If the person owns a private or hidden workspace, do any of the following:
  • Assign a new owner to the workspace.
  • Move the tests to a different workspace or a folder in a different workspace and delete the private/hidden workspace if no longer needed. Note that you can't delete a workspace with tests in it.
  • Archive the workspace.

To remove a team member, follow these steps:

1. Navigate to the People tab in Settings.
2. Select the Options menu (...) next to the member you'd like to remove and select Remove from account.
   
   
   Note: If you're not an Admin, you won't see this option. Contact an Admin on your account if you need to remove a team member.
3. Confirm you want to remove the team member.
   
   
   Note: You can remove any team member except the primary account creator. Email your Customer Success Manager if you'd like to make changes to this member.

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