Team Members have prescribed Roles. Roles give the Team Members access to specific areas and functionality of the console, depending on the role they are assigned.
Important Notes
Only users that have Manager permissions for Roles (typically Administrator or Owner roles have these permissions) will be able to modify roles for other team members.
You will not be able to edit your own role. Another staff member with the appropriate permissions will need to edit it or you can contact Support to have them update it for you.
Add a Team Member
Navigate to the Administration and select the Team Members tab
Click the + button at the bottom right of the page
Fill out the New Team Member fields
Full Name: Add the full name of the user
Email Address: Enter the user's email address
Role: Choose the appropriate permission group for the new team member
Forms Builder: Can build forms, info pages, submission events, and style apps
Business User: Same permissions as Forms Builder, plus they can manage apps and app users, view analytics, and submission history
Developer: Same permissions as Business User, plus they can create API and CDN Hosting or Web hosting, keys, and predefined elements
Administrator: Allows the user to manage the entire account with the exception of team members, roles, and retention policy management
Owner: This is only a default role for accounts created after the release. The Owner role can manage the entire account and is the only one to have manager permissions for Team Members, Roles, and Retention Policies.
Restrict Environment Access: Toggle to restrict a team member to specific environments
Click Save
The user will then receive a welcome email and a link to log in to the console
Edit a Team Member's Role
Navigate to Administration and select Team Members
Select Update Team Member (pencil icon) next to the desired user
Fill out the Edit Team Member fields
Full Name: Update the name of the team member
Email Address: Email addresses cannot be edited; you should instead create a new user
Role: Choose a role for the team member
Restrict Environment Access: Choose to restrict a team member to specific environments
Click Save:
Delete a Team Member
Navigate to Administration and select Team Members
Click Delete Team Member (trash can icon) next to the user you wish to remove
Select Delete on the pop-up that says Are you sure you want to delete [team member]?
