Introduction
This guide walks you through:
Navigating to the Team Page
Use the left-hand navigation menu to click on Team.
This opens the Team Management page, where you can manage collaborators on your project.
Team Management Page
The Team Management page includes two dashboards; Team Members and Invitations.
Team Members
Displays users who have accepted invitations to join your project.
In line with each member, you will see:
Email
Name
Role (Admin, Developer, Viewer)
Actions
Reassign roles (using the role dropdown list)
Remove user
Important: Team members cannot be moved across Projects. If a team member need to have access to multiple Projects, they must be invited to each Project individually.
Invitations
Displays users who have been invited but have not yet accepted the invite to your Project.
In line with each invited member, you will see:
Email address
Invited role
Invitation expiry date
Actions
Resend invitations if the expiration date has passed
Delete pending invites
Inviting Team Members
Team members can be invited to your project by clicking 'Invite' in the upper right corner of the Team Management page.
Within the invitation modal, enter:
Email Address of the new team member
Role to assign (Admin, Developer, or Viewer)
Click Add Member
The invited user will receive an email with instructions to join your project. Invitations expire after 7 days. If an invitation expires, a new invitation must be reset to the user via the Invitation dashboard.
Role Types Explained
Each team member can be assigned one of the following roles:
Role | Permissions |
Admin | Full access: invite/manage team members, create customers, create/manage API clients, invite Corti Assistant users, and view API client credentials. |
Developer | Create API clients and view API client credentials. |
Viewer | Can view API client credentials only. |
Have a question for our team?
Click Support in the bottom-left corner of the console to submit a ticket or reach out via email at [email protected] and we'll be happy to assist you.