Administration

Manage your account directory

Invite teammates and manage the people who can work in your organization.

Where to goTeamOpen ScrubPlan

Before you begin

  • Permission to manage organization users

Step-by-step

Follow these steps

  1. Open Team

    Select Team from the main navigation to view current and invited users.

  2. Invite a user

    Select + Add User, enter the user’s contact and role information, and send the invitation.

    Confirm that the email matches the identity the user will use for SSO when your organization requires it.

  3. Review access

    Check pending invitations and current roles. Update or remove access when a teammate’s responsibilities change.

    For project messages, only active users assigned to the project receive project-team communications.