Managing Team Members
Overview
Collaborate with your team by inviting users to your AllAccessible account. Set appropriate permissions, manage access levels, and coordinate accessibility efforts across your organization.
Who This Is For
Account administrators
Team leads managing accessibility
Organizations with multiple people needing dashboard access
Agencies coordinating with clients
What You'll Learn
How to invite team members
User roles and permissions
Managing team access
Best practices for team collaboration
User Roles Overview
Available Roles
Admin:
Full access to everything
Can manage billing
Can add/remove team members
Can delete sites
Can configure all settings
Editor:
Can configure widget settings
Can edit accessibility statements
Can view audit results
Cannot manage billing or team
Viewer:
Read-only access
View analytics and reports
Cannot make changes
Cannot view audit results
Billing Manager:
Access to billing only
Manage subscriptions
Update payment methods
Cannot access site configurations
Inviting Team Members
Step 1: Access Team Management
Dashboard → Settings → Team Management
Or Sites → [Site] → Team tab
Click "Invite Team Member" button
Step 2: Enter Invitation Details
Form Fields:
Email Address:
Team member's email
They'll receive invitation link
Role:
Select from dropdown
Choose appropriate permission level
Access Level:
All sites (full account access)
Specific sites (limit to certain domains)
Optional Message:
Welcome message
Instructions or context
📷 Invite team member form
Step 3: Send Invitation
Review details
Click "Send Invitation"
Email sent immediately
Invitation valid for 7 days
Recipient Receives:
Email with invitation link
Explanation of role
Getting started instructions
Link to create account or login
Step 4: Team Member Accepts
Their Process:
Click link in email
Create account (if new user) or login (if existing)
Accept invitation
Dashboard access granted
Permissions active immediately
You'll See:
Notification when accepted
User appears in team list
Can manage their access
Managing Existing Team Members
Team List View
Shows:
Team member name
Email address
Role/permission level
Sites they can access
Last login date
Status (Active, Pending, Inactive)
Actions:
Edit role
Change site access
Resend invitation (if pending)
Remove user
📷 Team members list
Changing User Permissions
To update a team member's role:
Team Management → Find user
Click "Edit" or user name
Change role dropdown
Select different sites (if needed)
Save changes
User's access updates immediately
Use Cases:
Promote editor to admin
Reduce admin to viewer (employee leaving)
Grant billing access to finance team
Restrict access to specific sites
Removing Team Members
When to Remove:
Employee leaves company
Contractor project complete
Access no longer needed
Security concerns
How to Remove:
Team Management → Find user
Click "Remove" or trash icon
Confirm removal
Access revoked immediately
What Happens:
User can no longer access dashboard
Active sessions terminated
Can be re-invited if needed
Audit trail preserved
Team Collaboration Best Practices
1. Assign Appropriate Roles
Don't Give Everyone Admin:
Marketing Team:
→ Editor role (configure widget, edit statements)
Developers:
→ Viewer role (see reports, not change settings)
Finance/Billing:
→ Billing Manager role (manage subscriptions only)
Executive/Owner:
→ Admin role (full control)
2. Use Specific Site Access
If team member only needs certain sites:
Example: Agency with 10 Clients
Sarah (Account Manager): → Access: ClientA, ClientB, ClientC only → Role: Editor → Can't see other 7 clientsTom (Developer): → Access: All 10 clients → Role: Viewer → Can see configurations, can't change
Benefits:
Better security
Clearer responsibilities
Less confusion
Easier training
3. Document Team Responsibilities
Create a Team Guide:
AllAccessible Team Roles:Admin (Jane Smith): • Manage billing and subscriptions • Add/remove team members • Final approval on configurationsEditor (Marketing Team): • Configure widget appearance • Edit accessibility statements • Respond to accommodation requestsViewer (Development Team): • Review audit results • Monitor compliance scores • Provide technical recommendationsBilling (Finance): • Process invoices • Manage payment methods • Monitor usage and costs
4. Regular Access Reviews
Quarterly Review:
Check who has access
Remove former employees
Update roles as responsibilities change
Verify each person still needs access
Security Best Practice: Principle of least privilege
Multi-Organization Management
For Users in Multiple Organizations
If you belong to multiple companies:
Organization Switcher:
Top-right dropdown
Switch between organizations
Each has separate sites and team
No data mixing between orgs
Access Tracking:
Dashboard shows current organization
Sites list filtered to current org
Billing separate per organization
Use Case:
Work for multiple companies
Freelancer managing different clients
Partner accessing client accounts
Team Notifications
Configuring Team Alerts
Available Notifications:
Pageview limit warnings (80%, 90%, 100%)
Audit completion
Compliance score changes
Billing issues
Widget installation problems
Per Team Member:
Customize which notifications each person receives
Email, Slack, or both
Frequency preferences
Example:
Admin: All notifications Editors: Audit completion, compliance changes Viewers: Weekly summary only Billing: Billing issues only
Team Limits by Plan
How Many Team Members?
Starter Plan ($10/month):
1 user (account owner)
To add more: Upgrade or contact support
Growth Plan ($19/month):
Up to 3 users
Professional Add-Ons:
Custom enterprise: Unlimited users
Common Questions
Q: Can team members have different roles on different sites?
A: Yes! Sarah can be Admin on Site A and Viewer on Site B.
Q: Can I limit what team members can edit?
A: Role-based. Editors can edit most things. For granular permissions, contact support.
Q: Do team members need to pay?
A: No. Team member access included in your plan.
Q: Can clients access their own site dashboard?
A: Yes! Invite them as Viewer or Editor. Good for agencies giving client transparency.
Q: Can I see what team members changed?
A: Audit log available (Professional plan+). Shows who changed what and when.
Q: What if someone forgets their password?
A: They use "Forgot Password" on login. Or you can resend invitation.
Related Articles
User Roles and Permissions - Detailed role guide
Dashboard Overview - Dashboard features
Organization Settings - Org management
Last Updated: October 2025
Team Member Limits: Varies by plan
Roles Available: Admin, Editor, Viewer, Billing Manager