Team

The team page lets you manage who has access to your workspace. You can invite new users, assign roles, and control which segments each user can work with. Users sign in through Google or Microsoft accounts linked via Better-Auth, and a single person can belong to multiple workspaces.

Team Member List

The team page shows all users in your workspace with the following details:

Roles

Segments

Non-admin users can be assigned to specific segments. When a user is assigned to segments, they only see orders and data related to those segments. This is useful for agencies with multiple teams or departments that should only access their own bookings.

If a user has no segments assigned, they can see all data in the workspace (subject to their role permissions).

Multi-Workspace Access

A single user account can belong to multiple workspaces. When a user signs in, they select which workspace to work in. Each workspace maintains its own role and segment assignments for the user, so the same person can be an Admin in one workspace and a User in another.

User Assignments

Team members can be assigned to orders, trips, and groups. Assignments track who is responsible for each item and feed into the My Work dashboard.

Admin users can assign any team member. Regular users can only assign themselves. See Assignments for details on how assignments work across the system.

Invite System

New team members join through an email invitation. Only admins can send invitations.

Inviting a New User

1. Navigate to Settings > Team
2. Click Invite
3. Enter the person's name and email address
4. An invitation email is sent automatically
5. The invitee clicks the link and signs in with their Google or Microsoft account
6. Once they accept, they appear in the team list as an active user

Invitation Lifecycle

Each invitation goes through a lifecycle:

• Created — The invitation has been generated but not yet delivered.
• Sent — The email has been sent to the invitee.
• Agreed — The invitee accepted and their account is now active in the workspace.
• Declined — The invitee chose not to join.
• Cancelled — An admin revoked the invitation before it was accepted.

Pending invitations (in the Sent status) can be cancelled by an admin at any time. Once an invitation is agreed, the user must be deactivated through the team member edit screen instead.

Common Tasks

Editing a User

1. Navigate to Settings > Team
2. Open the action menu on the user row and click Edit Details
3. Update their details:
   • Display Name — How their name appears in the workspace
   • Initials — Short identifier used in compact views
   • Role — Admin or User
   • Segments — Which segments they can access (User role only)
   • Active — Whether the user can access the workspace
4. Save your changes

Deactivating a User

1. Navigate to Settings > Team
2. Open the action menu on the user row and click Edit Details
3. Toggle the Active switch off
4. Save your changes

Deactivated users cannot sign in but their account is preserved. You can reactivate them at any time. Their existing assignments remain in place so historical records are not lost.

Notifications and Tracking

Itsy automatically tracks two types of notifications for each user:

• Changelog — The last version of the changelog each user has viewed. When new features or changes are released, users see a notification until they view the changelog.
• Learning Videos — The last learning video each user has acknowledged. New videos trigger a notification until the user views them.

Both are automatic and require no configuration from admins.

How It Connects

• Data > Segments — Segments assigned to users control which orders and data they can access.
• Assignments — Team members can be assigned to specific orders, trips, and groups. Admin users can assign anyone; regular users can only assign themselves.
• My Work — Each team member's assigned items appear on their personal dashboard.
• Workspace Settings — The workspace configuration that all team members share.