1. Guides
2. Dashboard

Managing teams

This guide covers the different role types members can have and the permissions that can be set, as well as the guidelines for accepting an invitation.

Invite team members

You can use the mode switcher to choose which account you’d like to invite people to. If you are in test mode, the members you invite will have access to the test account. If you are in production mode, the members you invite will have access to the production account. If you would like some members to have access to both the test and production account, they will need to be invited to each separately.

An invitation to join as a member remains valid for 24 hours before it expires. If a user doesn’t accept their invitation within 24 hours, you’ll need to re-invite them through the same process.

You can go back and change roles, or remove team members as needed. Under Members, navigate to the member you need to edit, and select either Change role or Remove member.

Roles

To invite a new member, go to the settings page and select Members. From there, select New member and enter the user’s email address. From there, you can select one of four roles:

• Admin
• Developer
• Support
• View only

Here’s a summary of the different permissions associated for each role.

Admin

An administrator can view and update the following permissions for their team and any connected accounts:

Support

Someone designated the support role will have limited permissions on business level information for the Moov account. The support role is able to update connected accounts.

Developer

A developer’s permissions are similar to the support role, with the addition of some developer-specific tools:

View only

If you’d like to grant a team member permission to view only, they can view, but not edit across all permission categories: