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Add users to a team

Add people who already have a SolveNext Lab account to your team with Add User, and remove members with Remove.

If someone already has a SolveNext Lab account, a team admin can add them to the team right away. They don't need to accept an invitation. You can also remove members from the same page.

Before you start

  • You must be a team admin of the team and have a Professional license. If you don't meet these requirements, Add User and Remove open an upgrade prompt.
  • If your team has a seat limit, you can only add as many people as there are free seats.

Steps

  1. Open the team page. Click TEAMS in the ADMIN section of the Instigator sidebar, then click the team name.
  2. Click Add User. It's also in the team page menu (three dots).
  3. In the Add user to team (search by email) box, type the person's full email address. Matching accounts appear below the box.
  4. Tick the checkbox next to each person you want to add. You can search again and tick more people.
  5. Click Add User at the bottom of the box. You see "Added User", and the people appear in the team's user table.

Each new member gets an email letting them know they were added. The team appears in their workspace switcher. If the team has a license period, their license is updated to match it.

Remove a member

  1. On the team page, find the person in the table. You can use the Search team users... box.
  2. In the Actions column, click Remove. You see "User removed from team".

Removed members lose access to the team workspace. Their account returns to a two-week Professional trial.

Tips

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