Settings

Team Management

Invite team members and manage roles and permissions

Team Management

Invite team members to collaborate on your digital signage. Control access with roles and workspace permissions.

Team management is located in Settings → Organization tab. There is no separate Team tab.

Roles Overview

RolePermissions
OwnerFull control, billing access
AdminManage content, screens, team members
MemberView only, no changes

Role Details

Owner

  • Everything Admin can do
  • Manage billing and subscription
  • Create and manage API keys
  • Only one owner per organization

Admin

  • Create, edit, delete screens
  • Manage media library
  • Create and edit playlists
  • Manage sequences and schedules
  • Invite and remove team members
  • Manage workspaces
  • Manage integrations

Member

  • View screens and status
  • View playlists and content
  • View reports
  • Cannot make changes

Inviting Team Members

  1. Go to Settings → Organization
  2. Scroll to the Team section
  3. Click Invite Member
  4. Enter their email address
  5. Select a role
  6. Choose workspace access
  7. Click Send Invite

The invitee receives an email with a link to join.

Managing Invitations

Pending Invites

View sent invitations that haven't been accepted:

  1. Go to Settings → Organization
  2. See Pending Invitations section
  3. Resend or cancel as needed

Resending Invites

  1. Find the pending invitation
  2. Click Resend
  3. New email is sent

Canceling Invites

  1. Find the pending invitation
  2. Click Cancel
  3. Link becomes invalid

Changing Roles

  1. Go to Settings → Organization
  2. Find the team member
  3. Click their current role
  4. Select new role
  5. Save changes

Only Owners can promote members to Admin or change Admin roles.

Workspace Access

Control which workspaces each member can access:

  1. Edit team member
  2. Check/uncheck workspaces
  3. Set role per workspace (optional)
  4. Save changes

Role Per Workspace

A member can have different roles in different workspaces:

MemberNYC WorkspaceLA Workspace
AliceAdminMember
BobMemberAdmin

Removing Team Members

  1. Go to Settings → Organization
  2. Find the team member
  3. Click Remove
  4. Confirm removal

Removed members:

  • Lose access immediately
  • Cannot see any content
  • Must be re-invited to regain access

Features Coming Soon

The following features are planned but not yet available:

Ownership Transfer

Transfer ownership to another team member. Currently, ownership changes require contacting support.

Organization Deletion

Delete your organization and all associated data. Currently available only through admin support.

Best Practices

Least Privilege

Give members the minimum role needed:

  • Content creators → Admin
  • Viewers/stakeholders → Member

Regular Audits

Review team access quarterly:

  • Remove departed employees
  • Update roles as responsibilities change
  • Check workspace access

Document Access

Keep records of who has access and why for compliance purposes.

Troubleshooting

Member Can't Access Content

  1. Check their role has sufficient permissions
  2. Verify workspace access is granted
  3. Ensure invitation was accepted
  4. Check if they're using the correct email

Can't Find Team Settings

Team management is in the Organization tab, not a separate tab. Go to Settings → Organization and scroll to the Team section.

Next Steps