An organisation always keeps at least one admin. With a second admin, someone can still manage the team, settings and billing when one person is away.
Inviting a colleague
Only an admin can invite people.
- Open Settings, then Team and roles.
- Choose Invite, enter their email and pick a role.
- Choose Send invite. They get an email with a link to join your organisation.
Each member uses a seat. If no seats are free, the Invite button is off and the page tells you to add seats under Plan and billing.
Making someone an admin
On Team and roles, each member has a role menu under their name. Change it to Admin. The same row has Remove.
The only admin's role can't be changed. Make someone else an admin first.
What each role can do
- Admin: everything, including organisation settings, members, branding, billing and the activity log.
- Requester: sends checks, confirms profiles in identity review for the checks they sent, and reads and downloads their own reports.
- Reviewer: reads and downloads every report in the organisation and the activity log, but can't send checks or confirm profiles.
The full list of permissions is on the Roles tab of Team and roles.
Agencies see the Requester role named Screener. The permissions are the same.
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