Open the team page
Go to Settings › Team. The page has three cards: Team members, Ownership (visible to the owner only) and Roles.
Invite someone
- Click Invite people
- Enter their Email
- Choose a role: Admin, Member, Viewer, or one of your own roles
- Send the invite
Veribl emails them a link to join. The link works for 7 days. You cannot give someone more access than you have yourself. If the person is already on your team, Veribl tells you.
Pending invitations appear in the list with the status Invited, or Expired after 7 days. From the row menu you can Resend invite (a new link is sent) or Cancel invite.
Built-in roles
| Role | What it allows |
|---|---|
| Owner | Full access including billing. One per account. |
| Admin | Full access except billing. Can manage the team and settings. |
| Member | Can create and edit content. No admin access. |
| Viewer | Read-only access to everything. |
Owner is not offered on the invite form. To hand over the account, see below.
Create a custom role
If the built-in roles don't fit, click Create role in the Roles card. Give the role a name (like "Support agent") and a description, then turn areas on and choose options inside each:
- Products — view; create, edit and import; publish, archive and delete
- Help Center — view articles; create and edit them
- Branding — view; customize theme and domain
- Customers — view contacts and chats; export and manage tags
- Helpdesk — view tickets and reports; reply, assign and close; manage teams, routing and settings
- Warranties — view; manage plans and claims
- Commerce — view; manage catalog and emails
- Analytics — view; export reports
- Administration — view settings; edit company settings; manage team members; manage webhooks and API keys; manage billing and plan
You can only switch on options you have yourself. From a role's menu you can Edit, Duplicate or Delete it. Editing a role changes access for everyone who has it. If you delete a role, people who had it keep their current access, shown as Custom. Built-in roles can be copied with Duplicate as new role.
Change someone's role or remove them
- Find the person in Team members
- Open the row menu (the three dots)
- Choose Change role and pick a role, or choose Remove and confirm
A removed person loses access right away. The list also shows each person's role and when they were last active (or Online). You can search by name or email and filter by role.
Transfer ownership
Only the owner sees Ownership. Click Transfer ownership and choose a teammate who has already joined. They become the owner and you become an Admin. The owner manages billing and the plan.
Work in more than one company
One login can belong to several companies. If you have been invited to another company with the same email, switch between them from the user menu in the dashboard. The dashboard then shows that company's data and your role there.
Seats
Each plan has a number of team members: 2 on Starter, 10 on Growth (up to 3 of them admins), unlimited on Enterprise. Seat limits are enforced, and pending invites count as seats. When all seats are used, Settings › Team shows "X of Y seats used" and the invite button changes to Upgrade to Growth (or Upgrade to Enterprise) to add people. It links to Settings › Billing. To free a seat, remove a person or cancel an invite. SSO sign-in also cannot add new members when seats are full. See Billing and plans.
Tip: Use SSO if your company has an identity provider. See Single sign-on.
Related articles
- Audit log — see who changed what
- Single sign-on
- Billing and plans
- Company settings