Use these steps to add a teammate or remove an existing member’s access from your account.
📍 Where to Find It
Open the avatar menu in the top-right corner, then select Team Members. This opens the team settings page.
🛠️ Step-by-Step
- To add someone, select Add member.
- Enter the teammate’s details and assign the appropriate Member or Admin role.
- Send the invitation and ask the teammate to complete the sign-up process.
- To remove access, find the existing teammate and select Deactivate. The platform uses deactivation rather than a permanent delete action.
- If you need 1:1 training, select Explore Training Calls. Training availability depends on your account’s eligibility; if this option is unavailable, the account may not qualify for it.
✅ How to Confirm It Worked
Confirm that the new teammate appears in Team Members with the correct role and an invitation or active status. For a removed teammate, verify that their status shows as deactivated and that they can no longer access the account.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.