Team administrators can be granted access to specific admin areas of your team. These areas include People, Proofs, Templates, and Setup. A team administrator can have access to all areas or only the ones you choose. They can also make other team members administrators if they have the People permission. Typically, these roles are responsible for user management, reporting, setting up integrations, and being a key point of contact for the team.
To make another team member a team administrator
Step 1
Click your avatar and select team, then team members.
Step 2
Toggle on the team admin access for the team member. By default, they are granted access to all admin areas.
You can customize this by clicking the team admin’s avatar and selecting the Permissions tab. From here, toggle access on or off for People, Proofs, Templates, and Setup to give them exactly the level of control you want.
Admin area definitions:
People – Manage team members and their permissions, and groups.
Proofs – Access the team dashboard, collections, and reporting.
Templates – Create and manage proof, workflow, and checklist templates.
Setup – Configure team-wide settings, branding, integrations, etc.
Invite users to be part of your PageProof team
You can invite users who are inside and outside of your email domain to your team. These users are able to create proofs that belong to your team. Your team reports will include all proofs created by these users. Your team’s proofs – along with email notifications – will display your team branding. All your team settings and integrations will apply to these users too.
Step 1
Click your avatar and select team, then team members.
Step 2
Click invite team.
Invited users join as standard team members. Admin permissions can be granted later from their profile if needed.
Step 3
Type the email address of the user/s you want to add to your team.
Tips
Comma separate email addresses to add multiple email addresses at the same time.
Clicking a column heading will sort the data in the list – for example click the column heading team admin to sort the list of users to show who is a team admin first.
Clicking an avatar will open the team member’s profile.
If you would like to export a list of team members, click the download icon next to the invite team button to download a csv file.
To explore groups and how they can be used to quickly add internal and external users, along with default reviewing permission roles, check out this help article.