Team Management

The Team Management page allows you to view, add, or update team members and their roles. You can invite new users and assign specific roles.

Steps

1. Go to Account > Team.

2. View the list of existing members with details like email, role, and last activity.

3. To add a new member, click Invite people and enter the email address.

4. Select a role (Admin, Editor, Viewer) from the dropdown.

5. Submit the invitation to add the member.

Permissions

Description

Permissions management ensures that users have the correct level of access to different parts of the platform. Permissions can be set at the time of adding new users or updated later.

Steps

1. Navigate to Account > Team.

2. Click on the ellipsis (three dots) next to a member’s name and select Edit Permissions.

3. Adjust permissions for various features such as:

   • Catalog & Asset Management

   • Supply Chain & Distribution

   • Financial Reporting & Revenue Analytics

   • Daily Trends Analytics

   • Royalty Accounting

4. Click Submit to save changes.