Creating and Managing Team Members

In This Article

• Team Member Roles and Permissions
• Creating a New Team Member
• Editing an Existing Team Member
• Creating a New Team Member - Video Demo

Team Member Roles and Permissions

An Issuer account can have an unlimited number of Team Members. Each Team Member is assigned one of four roles, which determines the permissions they have to view or edit certain features on the platform: 

• Owner: This is the default role assigned to the person who creates the Issuer account. This is the highest permission set, with access to all available permissions, plus the ability to transfer account ownership. 
• Admin: This role has equivalent permissions as an Owner, but cannot transfer account ownership to another Team Member.
• Builder: This is a role that can create and configure the details of Companies, Assets and Offerings and Orders, but cannot see sensitive data (i.e. investor payment details) and cannot launch an offering or manage Team Members. 
• Viewer: This is a read-only role that has the same access to view the same features as a Builder, but cannot make any edits or changes. 

Creating a New Team Member

1. Login to your Issuer account and enter your Marketplace.
2. From the Marketplace dashboard, select Marketplace Team
3. Click the Invite Members button in the top-right corner, then follow the prompts to invite your new Team Member:
   1. Enter the email address, then click Next . You can add multiple Team Members at once by separating them with a comma.
   2. Select the role for your new Team Member by clicking the drop-down icon and selecting the role.
   3. Click Send Invite to confirm.

Your new Team Members will receive an email invitation to your Marketplace and be considered Invited. Once they accept, they will be considered Active. 

Editing an Existing Team Member

1. Login to your Issuer account and enter your Marketplace.
2. From the Marketplace dashboard, select Marketplace Team
3. Click the three-dot icon on the right side of any team member's profile, then select the action you wish to take:
   1. Actions you can take on Active Team Members include: 
      1. To remove a Team Member, click Remove Member, then click Confirm on the pop-up window.
         
         
      2. To change a Team Member's role, click Change Role and select the new role for that Team Member, then hit Save Changes , then click Confirm on the pop-up window. Only an Admin or Owner can change other Team Member's roles.
         
         
      3. To assign account Ownership to another Team Member, click Transfer Ownership, then follow the prompts. Because this is a sensitive operation, you'll first need to complete email verification by clicking Send Me A Code and entering the code received into the Verification Code field. Then, click Transfer Ownership and click Confirm on the pop-up window. Only the Owner can transfer ownership.
   2. Actions you can take on Invited Team Members include:
      1. To cancel an invitation, click Cancel Invitation, then click Confirm on the pop-up window. The invited user's invitation link will be considered invalid and their account will be deleted from your Team.
      2. To change the role of an Invited Team Member, click Change Role, select their new role, then hit Save Changes , then click Confirm on the pop-up window. 

Creating a New Team Member - Video Demo

This video provides a walkthrough of the process of creating a new Team Member and a brief discussion of the different permissions and capabilities that each role has access to: