The Team page allows Admins and Supervisors to invite Users to their Organization, assign Platform User Types, and manage User permissions.
Invited Users receive an email invitation to join your Organization on the Bonterms Platform.
Note: The Team page is available with Free and Paid accounts. Only Admins and Supervisors can invite and manage Team members.
Quick tips
- Invite Users individually by email
- Assign a Platform User Type (Admin, Supervisor or User) during the invitation process
- Grant additional permissions, if needed
- Admins can optionally enable a Team Invite Link for bulk invitations
- Invitations are accessed via Settings > Team > Invite User
Invite a Team member
- Go to Settings → Team
- Click Invite User
- Enter the User's email address
- Select a Platform User Type
- (Optional) Configure any additional permissions (if you select User type)
- Click Send Invite
The invited User will receive an email with instructions for joining your Organization.
Platform User Types
When inviting a User, you'll assign one of the available Platform User Types:
- Admin
- Supervisor
- User
To learn more about each role, see Platform User Types.
Additional permissions
Depending on your Organization's configuration, you may be able to grant additional permissions when inviting or editing a User.
Permissions can be updated at any time from the Team page.
Invite multiple Users
Admins can optionally enable a Team Invite Link, allowing multiple Users to join the Organization using the same invitation link.
Users who join through the Team Invite Link are assigned the User Platform User Type by default.
Note: Users who join via the invite link and request to join your organization will need to be approved in the 'Requests' tab in Team Settings by an Admin in your organization.
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