How to manage team members

Manage team members: Settings → Team. Invite by entering name + email → Invite team member. Remove by hovering and clicking delete icon (irreversible). Schools now support role-based permissions — assign roles and adjust per-member permissions from Settings → Team (some permissions are school-specific).

School accounts on Edvisor support unlimited team members.

How to access

Settings > Team (third tab).

Add (invite) a team member

1. Enter first name, last name, and email address.
2. Click Invite team member.
3. The person receives an email invitation. They follow the link to complete their account.

Remove a team member

1. Locate the user in the team settings page.
2. Hover over their user card.
3. Click the delete icon when it appears.
4. Confirm in the popup.

Important. This action cannot be reversed.

Permissions

School accounts support role-based permissions. By default, team members have full access, but you can assign roles (saved permission configurations) and adjust individual permissions for each member from Settings → Team. Some permissions are school-specific — such as Enrollments, School Connections, Agency Portal, Inventory (Packages and Promotions), Offerings (Publish Courses), and School Insights.

For setup steps, see Team Settings: custom roles and Team Settings: managing team and user permissions.