Team Settings: managing team and user permissions

Team Settings (Settings → Team): add members via + New Team Member (name, email, role); edit/delete via hover icons. On Edit Team Member, pick a Role then override individual Permissions (scopes: All/Assigned/Yes/No) across the Direct Sales and School permission groups. Opt-in — members keep current access until changed.

Manage your team, their roles, and their permissions.

How to access

User icon (top right) → Settings → Team.

Add new team members

1. Click + New Team Member.
2. Fill in: name, email, and role.
3. Click Save.

The new member receives an email invitation. They must accept it to access Edvisor.

To resend the invitation: hover over the team member's name and click the Resend invitation email icon.

Edit a team member

Hover over the team member's name and click the pencil icon to edit their personal details, role, or permissions.

Set permissions for a team member

On the Edit Team Member screen, choose a Role to set the member's baseline access, then adjust anything individually under Permissions to give that person custom access.

Permissions are grouped by area. Agency-side areas sit under Direct Sales (Students, Bookings, Proposals, Invoices, Sales, Schools, Reporting, Payments, Settings, Agency Connections, Inventory, and inviting users). School-side areas sit under School permissions (Agency Portal, Enrollments, School Connections, Inventory, Offerings, School Insights).

Each permission is set with a scope:

• All — applies to all records in that area.
• Assigned — applies only to records assigned to this member.
• Yes — allowed (for permissions that aren't record-based).
• No — not allowed.

Some permissions are nested under a parent (for example, Create and Edit Students sits under View Students), and a few are inherited from another area (shown as "set in …").

What you can do with this:

• See offerings without editing them — allow View Accommodations but set Create and Edit Accommodations to No (useful for selecting accommodation on a quote without full inventory access).
• Show someone only one side of applications — grant Bookings (agency) without Enrollments (school), or the reverse.
• Control who can manage connections — the Agency Connections and School Connections permissions.
• Control who can add team members — the Invite Team Members permission under User.

Permissions are opt-in: until you change them, members keep their existing access, so there is nothing to set up unless you want to restrict someone.

Delete a team member

Hover over the team member's name and click the bin icon. Alternatively, click the pencil icon and select Delete.

Best practices

• Delete users when they leave to maintain account security.
• Use roles for common access patterns, and per-member overrides for exceptions.
• Update roles and permissions promptly when responsibilities change.