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…
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.
How many admins can be on a team?
There are no limits to the number of admins that can be assigned on a team.
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. Admins can do the same, and additionally they can send invites, remove team members, and manage user roles.
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…