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Can I track when team members joined my team?
Yes, in the Event Log, all Team Members can view who has joined the team, when they joined, and who invited them. To view the Event Log, go to your Account Settings page. Under the “Teams” section, click “View Team Settings” next to the team. Under Team Member Management, click on Event Log: This log will list the date…
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Can I restrict certain team members from viewing or accessing sensitive team data like ITAR and drawings?
Not at this time. When you share a quote or order with a team, all information and files within are accessible to all members of the team. There is currently no way to limit access to data or files within a quote. If you have quotes with sensitive information, we recommend that you only share those quotes with specific…
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How do I remove users from a team, especially external contributors?
Team admins can remove a user in the team settings member management panel. Users removed from a team no longer have access to that team’s shared quotes and orders.
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How many admins can be on a team?
There are no limits to the number of admins that can be assigned on a team.
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What roles are available within a team, and how do they differ in permissions?
There are two roles on a team: Admin and Contributor. Contributors have access to a team’s shared quotes and orders, and can share quotes and orders with the team. Admins can also access and share quotes and order with a team; additionally they can send invites, remove team members, and manage user roles. The first member…
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Managing Team Member Roles
Within a team’s settings, team admins can change a user’s role. There are two ways to navigate to team management: Open the Account dropdown and click on Account Settings. Navigate to the Teams Panel to find your team and click “View Team Settings” . or: Navigate to your Team Dashboard. Scroll to the Team Members panel and…