Managing team members and client contacts

The Users section of the Command Centre is where you manage who has access, both your own team and client contacts. Open it from the sidebar.

The Users section

Users lists everyone with access. Filter by Admins, Consultants, or Clients to narrow the view. From here you invite teammates, resend a pending invite, or revoke access.

Inviting a teammate

To add a team member, invite them and assign a role: Admin or Consultant. The invite goes out by email. If it has not been actioned, you can resend it; if someone should no longer have access, revoke it.

What each role can do

• Admin can do everything, including deleting clients and managing team roles.
• Consultant runs engagements: launching agents, reviewing packs, and publishing. A consultant cannot delete clients and cannot change team roles.

Pick the lowest role that lets someone do their job. Most people running engagements are Consultants.

Client contacts

Client contacts are the people at the client who log in to the portal. You can see them in Users under the Clients filter, but you manage a specific client's contacts from that client's detail page, on the Users tab. That is where you add or remove the contacts who receive the portal invite and, when you publish, the pack notification emails.