Managing your team members

A team member is granted access to Boards, Roadmap, and Changelog across your featureOS organization. Here’s how to add a team member to your organization on featureOS.

Adding team members

• Access Your Administrator Dashboard

• Navigate to My Team in the left sidebar.

• Click on the +Invite button located in the upper right corner.

• Remember, when extending invitations, you have the flexibility to assign roles such as Admin, Manager or CSM (Customer Success Manager). Choose the role that best suits the individual's responsibilities! 😃

  

Bulk Import team members

• Click on the Bulk Import button situated in the upper right corner of the My Team page.

• Utilize the provided template, fill in the required details, and save the information.

• Upload the completed CSV file in the same section.

• Click on Import to finalize the process.

  

Suspend/Unsuspend Team Members

Suspending a team member restricts dashboard access to them while still allowing login for viewing the public portal. The suspended user's access will get back access to the dashboard upon unsuspending.

• Under the Organization section, access My Team in the left panel.

• Click on the more options button ( ... ) in the right corner to Suspend/Unsuspend a team member.

  

Removing a Team Member

• Under the Organization section, access My Team in the left panel.

• Click on the more options button ( ... ) in the right corner to remove a team member or switch their access.

  

Need more help?

Reach out to our support at [email protected] or submit a request on our support board! 😃