Settings
Team
Manage team members, assign roles, and control access to your workspace.
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.
Team Member List
The team page shows all users in your workspace with the following details:
| Column | Description |
|---|---|
| Display Name | The user's name as shown in the workspace |
| Role | Admin or User |
| Active | Whether the user currently has access |
| Last Login | When the user last signed in |
| Joined | When the user was added to the workspace |
Roles
| Role | Description |
|---|---|
| Admin | Full access to all workspace features and settings. Can manage team members and configure the workspace. |
| User | Access to day-to-day features like orders, trips, and reports. Users can be restricted to specific segments. |
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.
Common Tasks
Inviting a New User
- Navigate to Settings > Team
- Click Invite
- Enter the person's email address
- An invitation email is sent automatically
- Once they accept, they appear in the team list
Editing a User
- Navigate to Settings > Team
- Click on a team member
- Update their details:
- Display Name — How their name appears in the workspace
- Initials — Short identifier
- Role — Admin or User
- Segments — Which segments they can access (User role only)
- Save your changes
Deactivating a User
- Navigate to Settings > Team
- Click on the team member
- Toggle their active status off
- Save your changes
Deactivated users cannot sign in but their account is preserved. You can reactivate them at any time.
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.