Team Settings: managing team and user permissions
Last updated: May 6, 2026
Team Settings: Settings > Teams. Add via +New Team Member (name + email + role) > member accepts email invite. Resend by hovering email icon. Edit via pencil icon. Delete via bin icon (or pencil > Delete). Update promptly when team changes.
Manage the agency team and their permissions.
How to access
User icon (top right) > Settings > Teams.
Add new team members
- Click + New Team Member.
- Fill in: name, email, role.
- 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 email icon labeled Resend invitation email.
Edit team members
Hover over the team member's name and click the pencil icon to edit their personal details or role.
Delete team members
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.
- Update roles promptly when responsibilities change.