How to manage your team's members and reports

Updated on

Mar 27, 2024

Select the Your Team item in the left menu to open a Team page. On this page you can see two lists:

  • Members list
  • Reports shared by email list

If the list is empty, it will not be displayed on the page. Let's look at each of them in more detail.

Members list

You can search, and filter users by workspaces. Also, if a person has a role with extended rights (admin, owner), then they can be found using a filter by role.

The invited users list includes all your outgoing invitations before accepting the invitation and joining the team. It contains the following columns:

  • Full name
  • Email
  • Workspaces
  • Status
  • Actions

There are three actions available for each user:

  • Resend an invite (Expires after 48 hours) to a user / Send an email to Reset a password.
  • Remove a user from all workspaces. Learn more here.

Reports shared by email list

The list of reports shared by email shows who is receiving your shared reports. It contains the following columns:

  • Full name of the report
  • Email of a person who receives the shared report

You can open these reports by clicking their names.

Depending on the agency settings, only the chief or all agency members can revoke reports access granted to users via emails using the "trash bin" icon.

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