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, Member, or Viewer
• 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:

• Account Owner: Full access to all parts of the application, including billing, managing billing, and deleting the organization
• Admin: Full access to all parts of the application, excluding plans & billing
• Member: Full access to all parts of the application, excluding organization settings, plans & billing
• Viewer: Read-only access, without the ability to make changes.

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'.

Editing a Team Member's Role

To edit a team member's role, navigate to the Team section and click on the user you wish to update.

This opens their access settings, which has two sections.

Organization Role

Organization roles apply across the whole organization and set the baseline for what a user can do.

Select the role you wish to assign from the dropdown, then click 'Update'.

Brand Roles

If you have Brands enabled, a Brand Roles section will also appear. Brand roles grant extra access on specific brands, on top of the user's organization role. This allows users to have different permissions for particular brands.

For example, a user may be a Viewer across the organization but have an Editor role for one specific brand, allowing them to make changes only where relevant to them.

To add a brand role, click 'Add Brand Role'. A modal will open where you can select a role and link it to one or more brands. Once done, click 'Add Brand Role' to confirm.

The available brand roles are:

• Editor: Create and edit on the relevant linked brands.
• Publisher: Everything an Editor can do, plus the ability to publish to Live and manage API keys and environment variables.

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'.