Add and manage Team Members - (Team web app)

What the Users page does

The Users page is where you add people to your team, give them a role and a seat, and manage them later. Only owners and admins can open it. You open it from the Users section of the team portal.

The page header reads User Management for your team name. It has three cards: Available Seats, Add New User, and Your Users.

Roles and seats are separate

Every team member has one role and one product (seat). They are independent. For example, an admin can hold only a Viewer seat.

There are four roles:

• Owner: full control of the team.
• Admin: manages the team (users, billing, settings, integrations, SSO).
• Editor: can create and edit team maps when given a seat. This is the default role for a new user.
• Viewer: can view team maps when given a Viewer seat.

There is no "Member" role.

The product decides which seat the user uses:

• No Product: the user uses no seat and cannot view or save team maps.
• Pro Basic
• Pro Business
• Viewer

Check your available seats

The Available Seats card shows how many seats are free in each pool:

• Pro Basic: free of total
• Pro Business: free of total
• Viewer Seats: free of total
• Expiry: the date your seats run until

From this card you can also click Purchase Seats to go to Billing. If your team has an active subscription, Update Credit Card and View Invoices open the Stripe customer portal.

Add a user

1. In the Add New User card, enter the Email.
2. Pick a Product: Pro Basic, Pro Business, or Viewer.
3. Pick a Role: Owner, Admin, Editor, or Viewer. It starts on Editor.
4. Click Add User.

If a seat pool is empty, the page tells you (for example, No Business Seats), and the user is not added. Buy more seats on Billing first.

If you add a user with no product, the page warns you: "User has been added but has no product. Without a product, a user will not be able to view or save team maps." Assign them a seat later so they can use team maps.

Read the Users table

The Your Users card lists your members. The subtitle reminds you to click the pencil icon to edit a row. The columns are:

Edit a member

1. Click the edit (pencil) button on the member's row. The row opens for editing.
2. Change the Email, Product, Role, or Approved value.
3. Click the check button to save.

You can only edit one row at a time. If you start editing another row, the first one is put back. If you pick a product with no free seat, the page shows an error and keeps the old product, so buy more seats first.

Delete a member

1. Click the delete (trash) button on the member's row.
2. A confirmation appears: "This user will be completely erased!" with the member's email.
3. Click Yes to remove them.

Deletion is permanent.

Bulk import members from a file

You can add many people at once from a spreadsheet.

1. Click Download Sample to get a sample file named user_import_sample.csv. It shows the three columns to use: email, product, and role.
2. Fill in your rows. For product, use Pro Basic, Pro Business, or Viewer. For role, use owner, admin, editor, or viewer. A row with no product becomes No Product, and a row with no clear role becomes Editor.
3. Click Bulk Import and choose your file. The page accepts .csv, .xlsx, and .xls.
4. A Confirm Bulk Import dialog shows how many users it found, plus any warnings. Click Import Users to continue.

When it finishes, you see Import Successful if every row worked, or Import Completed with Errors with a short list of the rows that failed.