Pre-conditions
Before managing team members, make sure you have:- Logged in to your Dealtree workspace
- Access to the Team section from the sidebar
- Permission to manage workspace users
Steps to Manage Team Members
Step 1: Go to Team
From the left sidebar, click Team. This will open the Team Dashboard.Step 2: Review the Team Member List
In the Team Dashboard, review the list of users who currently have access to your workspace. You may see details such as:- Name
- Email address
- Role
- Status
- Join date
Step 3: Check Member Status
Review each member’s status to understand their current access state. For example:- Active means the user has joined and can access the workspace.
- Pending means the user has been invited but has not accepted the invitation yet.
Step 4: Review Member Roles
Check each user’s role to understand what level of access they have. For example, a workspace owner may have access to billing, team management, and workspace settings, while a regular member may only have access to product features based on their permissions.Step 5: Update Access When Needed
If your team changes, update workspace access accordingly. You may need to manage team members when:- A new sales rep joins the team
- A team member changes role
- A consultant or agency member no longer needs access
- Someone leaves the company
- You need to free up a seat for another user
Step 6: Review Seat Usage
After making changes, review your seat usage. This helps you understand how many seats are currently used and how many are still available in your plan.Important Notes
- Review your team members regularly to keep workspace access secure.
- Remove users who no longer need access.
- Make sure each team member has the correct role.
- Seat availability depends on your current plan.
- If all seats are used, you may need to remove a user, upgrade your plan, or purchase additional seats before inviting someone new.