Add Team Members and Set Permissions

Profile visibility and permission to perform an action are separate settings for a team member. Decide which profiles the member is responsible for, then grant only the capabilities required for that work.

Add a member

1. Open team management.
2. Enter the member’s email and set an initial password.
3. Select only the permissions required for the current role.
4. Add the member, deliver the sign-in details through a secure channel, and ask them to protect the credentials.

Available capabilities include creating profiles, modifying assigned profiles, adding proxies, modifying the proxy used by an assigned profile, and using AI automation.

Assign visible profiles

Open profile assignment from the member list, search for the profiles this member needs, select them, and save. A permission to modify assigned profiles does not make every unassigned profile visible.

Adjust access when roles change

Review profile assignments and feature permissions separately. Disable members who no longer need access and remove unnecessary permissions instead of leaving a broad scope enabled after a temporary task.

Review activity before changing access

The team page shows recent member actions and the number of profiles currently in use. For an unexpected change, review activity, assignments, and current permissions before resetting a password, disabling the member, or changing profile access.