How to add team members
To add a new team member, click on "Settings" in the left hand navigation, scroll down to the team members section under the "General" tab, and then click on "Invite".
Now simply enter your team members contact details, and they'll get an invite in their inbox.
Team member roles
There are two types of Roles that can be set on a team member, Admin or Team member.
Admin: These team members can add new users and create collections, definitions, and reports.
Team member: These team members can view and edit reports that they have explicit permissions to. They also have the ability to view all definitions.
| Team member | Admin |
View definitions | ✅ | ✅ |
Edit definitions | ❌ (unless they have been given editor access to a collection) | ✅ |
Create definitions | ❌ | ✅ |
Create collections | ❌ | ✅ |
View reports | ✅ | ✅ |
Edit reports | ❌ (unless they have been given editor access to a report) | ✅ |
Create reports | ❌ | ✅ |
Import data | ❌ | ✅ |
Export data | ❌ | ✅ |
Change settings | ❌ | ✅ |