The “Team Members” tab in OptiKPI is designed to facilitate collaborative efforts by allowing you to manage who can access your account and what roles they hold.
Inviting New Team Members
Admins can extend invitations to new team members directly through this tab. Upon sending an invite, the admin can assign roles to each new member, tailoring access and permissions accordingly.
Assigning User Roles
When a new team member is invited, roles can be assigned to define their level of access and capabilities within the platform. Admins have the flexibility to assign any of the configured roles available. Click here to read how to configure roles.
Role Adjustments
Only users with admin roles are authorized to adjust the roles assigned to team members. This includes upgrading or downgrading existing team member roles. Team members without admin privileges are permitted to view role settings but cannot make changes.
Invitation Permissions
- Admin Users: Admins can invite new team members and assign any role, including roles that are equal to their own.
- Non-Admin Users: Non-admins are limited to inviting new team members who can be assigned the same role as theirs or roles with lower permissions.