Managing team members helps you control who has access to your Dealtree workspace. From the Team section, you can review existing users, check their roles, monitor their status, and manage access based on your current team needs.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
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.