Managing your team in Understory lets you view, add, edit, and organize all the people who help run your business. Team management is a core feature for keeping your staff list up-to-date, deciding who can access specific functions, and making sure the right people have the right permissions.
How to Access and Manage Your Team
Requirements: You must have the “Admin” role, or the permission “Roles and access control: View/Edit”.
Click the arrow that is besides your name and company name in the bottom left of the navigation bar – Opens a menu
Select “Settings” – Opens the settings page
Choose the "Team" tab at the top – Shows your list of team members
View your team or use action buttons (like "Invite new user" or "Edit roles") – Allows you to manage users and roles
What can I do with the Team Management feature?
With team management, you can:
See a full list of everyone in your company account, along with their role, phone number, email and status
Add new team members so they can access Understory with the right permissions
Edit roles to give or restrict access to specific parts of the platform
Remove or deactivate users who no longer need access
This feature makes it easy to keep your Understory account secure, organized, and tailored to how your business operates. You stay in control, only giving access to those who need it.
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