Team

Team is where you invite colleagues and choose what each person can do. Each member and each pending invitation uses one seat. The Seats counter beside the Current and Pending tabs shows how many are in use, for example 3/5 Seats. Only Admins can manage the team. If you turn on approval in Settings, give at least one person the Approver or Admin role.

Roles build on each other, so each role can also do everything in the roles above it:

• Viewer: views quotes.
• Creator: builds and edits quotes.
• Approver: approves quotes when approval is turned on.
• Admin: manages the team and organisation settings.

How do I invite a colleague?

1. Open Team and choose Invite User. If the button is greyed out, all your seats are in use.
2. Enter your colleague's Email, choose their Permission and choose Invite.
3. The invitation appears on the Pending tab with its expiry date until your colleague accepts it. If it expires, choose Resend.

See also: How do I change what a colleague can do?; What do I do if all our seats are in use?

How do I cancel an invitation?

1. Open Team and go to the Pending tab.
2. Choose Revoke beside the invitation. This frees its seat.

See also: How do I invite a colleague?

How do I change what a colleague can do?

1. Open Team and go to the Current tab.
2. Choose their new role in the Permissions column: Viewer, Creator, Approver or Admin. The change applies straight away.

See also: How do I make quotes go through approval before they are issued?

What do I do if all our seats are in use?

Free a seat by choosing Remove on a member or Revoke on a pending invitation, or ask your Tangible point of contact to add more seats.