Account, Team & Security · help center

Manage Your Team and Permissions

Invite teammates, choose the minimum role they need, and remove access safely.

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Invite the right person

Open Team, enter the teammate’s verified email, and choose the least-privileged role that supports their job. Ask them to use their own account instead of sharing credentials.

Review access regularly

Owners and authorized managers should check active members, pending invites, and elevated roles. Remove access promptly when someone leaves or no longer needs the workspace. Reassign owned work first when the interface identifies a dependency.

If a teammate cannot see an action, compare their role with the required permission. Do not promote them to owner merely to solve a single missing button; use the appropriate role or ask Support to diagnose the access path.

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Manage Your Team and Permissions — GetsYou.ai Help Center