Adding or removing team members

This article guides Admins on how to add or remove team members from an account. These steps apply to accounts on both the Flex plan and seat-based plan. Depending on which plan you are on, there may be slight differences in what you see in your Settings.

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About adding or removing team members 

  • These steps apply to accounts on both the Flex plan and the Seat-based plan.
  • Depending on your plan, there may be slight differences in what you see in your Settings.



Add team members on the Flex plan

  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: If you're on the Flex plan, you'll see options for Creator or Viewer. You can also set Admin and Approval flow permissions.
  5. To further customize permissions, select the Edit link. Here you can decide your team's access level for different available account features. 

    If you're on the seat-based model, you'll see options to assign license types. 
    After you select Assign, you'll be able to assign access and license type, Approval flow settings, and Admin permission.
  6. 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 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.
    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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