Team

Each organization within MonetizationOS has the ability to have multiple team members.

The Team section allows you to manage your team, and invite new members to collaborate in your workspace.

Viewing Your Team Members

Once you've navigated to the Team section you will see a list of existing users assigned to your organization.

Details for these users includes:

• User: Stating the email address identifier of the user
• Status: Whether they are an active user or a pending user. Pending users have been invited, but not yet accepted the invitation.
• Role: Account Owner, Admin, or Member
• Joined On: The timestamp of when the user joined your organization

Adding a Team Member

To add a team member, click the 'Invite a Team Member' button in the top right.

You will be asked to enter the user's email address, and select a role.

The available roles are:

• Owner: Giving the user full access to all parts of the application, including plans & billing
• Admin: Giving the user full access to all parts of the application, excluding plans & billing
• Member: Giving the user full access to all parts of the application, excluding organization settings, plans & billing

Once you've filled in the relevant information, click 'Send Invite'.

An email will be sent, asking the user to join your workspace. They will then be prompted to create an account, verify their email, and accept the invitation.

If the user cannot find their invitation, locate them in the Team Members list and click the three dots to the right of their user details, then click 'Resend'.

Removing a Team Member

To remove a team member, locate them in the Team Members list and click the three dots to the right of their user details.

If the user is still pending, click 'Cancel'.

If the user is active, click 'Delete'.