Administrators add people to the dashboard from the Team page. You send an invitation by email, the person creates their account from that email, and they appear in your team list. There's no public sign-up: everyone joins by invitation.
Only users with the Administrator role see Team in the sidebar. See User roles.
Invite someone
- In the sidebar, under Settings, open Team.
- Click Invite user.
- Enter their Email and click Send invite. You'll see "Invitation sent".
The person receives an email with instructions to create their account. They can sign in with a password or with Google. See Sign in.
Until they accept, they show as Pending in the list.
Your team list
The list shows each person's Email, Name, Role and Status:
| Status | Meaning |
|---|---|
| Active | Has an account and can sign in. |
| Pending | Invited, but hasn't created the account yet. |
| Inactive | Disabled. Can't sign in, but their information is kept. |
Resend an invitation
An invitation is valid for 7 days. If it expired or got lost, click Resend invite on the pending row. A new email goes out and the previous link stops working.
Change someone's role or name
- Click Edit on an active user.
- Change the Role, Name or Last name.
- Click Save changes.
New people join as Editor. If someone should also manage the team, change their role to Administrator once they've accepted.
Disable a user
When someone leaves, disable their access:
- Click Disable on their row.
- Confirm with Disable.
They can no longer sign in, and their information is kept. To give access back to a disabled user, contact Edenia.
Good to know
- Your team always needs at least one administrator. To change the last administrator's role, first make someone else an administrator.
- You can't disable your own user, and the last active user can't be disabled.
- An email that already has an account can't be invited again.
- Didn't get the email? Ask the person to check their spam folder, then use Resend invite.
- Need help with users? Contact Edenia.