Team Management

Managing team members and roles

Team Management

Manage your organization's team members and their access.

Roles

Admin

  • Full access to all features
  • Manage team members
  • Manage subscriptions
  • Configure settings

Analyst

  • Access to security features
  • Create and manage cases
  • View all alerts
  • Cannot manage users

Viewer

  • Read-only access
  • View dashboard and alerts
  • Cannot make changes

Brand Ambassador

  • Access to IDBuddy
  • Manage brand protection
  • Cannot access other products

Adding Team Members

Invitation Process

  1. Go to Settings > Team Members
  2. Click "Add User"
  3. Enter email and role
  4. Send invitation

Accepting Invitation

  1. Click invitation link
  2. Create account
  3. Verify email
  4. Access granted

Managing Users

Change Role

  1. Find user in list
  2. Edit role
  3. Save changes

Remove User

  1. Find user
  2. Click "Remove"
  3. Confirm removal

Reactivate User

  1. View inactive users
  2. Find user
  3. Click "Reactivate"