Appearance
For: Manager, Admin, Owner
Last reviewed: 2026-05-01
Requires
Organization Owners and Admins can manage any team. Team Managers can manage their own team.
1. Open the team
From the sidebar, open Teams and click the team you want to modify.
2. Click Add Member
The picker lists every organization member who is not yet on the team.
3. Pick the team role
Choose Manager, Technician, Requestor, or Viewer. If the person is a customer, pick Requestor or Viewer; your own staff should be Manager or Technician.
4. Save
The new member immediately sees the team's equipment and can perform the actions their role allows.
5. Remove a member
From the Members list on the team page, open the member's row and choose Remove. They lose access to the team's equipment immediately but stay in the organization.