Teams and Members

Invite Team Members

In the Team Settings > Members section, you can invite colleagues to collaborate within the same environment. This setup allows for the easy organization of collaborators by country, region, subsidiary, or any custom category by creating multiple teams. Team members will have access only to their team’s configurations, sources, and data, ensuring focused and secure collaboration.

Understanding Permissions

We offer two main types of permissions for team members:
●Admins: Admins are empowered to create new teams, set parameters, invite members, establish site structure, manage all connections, and view all data. This role is designed for those who need full control over the platform's functionality and oversight.
●Managers: Managers can manage only the sources and view data for the sites to which they are assigned. This role is tailored for individuals responsible for specific areas within the project, offering them the necessary access without overwhelming them with broader administrative capabilities.

Additionally, we have a unique role for external collaboration:
●Connection Owner: This role is assigned to external users who do not have access to the platform but can be tasked with connecting an account. It's an effective way to securely integrate external data sources without granting platform access. You do not need to add those users to your dashboard, they will only interact to connection request sent by email.