Team Roster
Your in-house staff — the people inside the agency.
Overview
The team roster covers employees and anyone who works as part of your core staff. Remote contractors are managed separately, which keeps permissions and reporting cleanly divided.
What You Can Do
Search the roster
Find a member by name or email
Bulk actions
Act on several members at once
Member detail
Profile plus their assigned tasks
Member notes
Internal notes on a member
History & logs
Activity log with per-entry detail
Sign in as member
See exactly what they see
Route:
Also here: reset a member’s password, or resend their welcome email.
/teamAlso here: reset a member’s password, or resend their welcome email.
Tips & Best Practices
Use sign-in-as before answering “I can’t see X”. Nine times in ten it is a permission, and you will spot it in seconds.