Step-by-step guide to inviting additional users to your BRANDED IAM portal and choosing the right permission level for each.
Multiple people from your organization can access the portal simultaneously. Adding team members gives them visibility into tickets, projects, and invoices — and lets them submit support requests without routing everything through you.
How to Add a Team Member
- Log into your portal and go to Account → Team Members.
- Click Invite Team Member.
- Enter their first name, last name, and work email address.
- Select their permission role (see below).
- Click Send Invitation. They'll receive an email with a link to set up their account.
Permission Roles
- Admin: Full access to all portal features, including billing, team management, and account settings. Assign this to owners and senior managers only.
- Member: Can view and submit tickets, view projects, and upload files. Cannot access billing or account settings. Best for most team members.
- View Only: Can see the portal but cannot submit tickets or upload files. Useful for stakeholders who need visibility without the ability to create requests.
There's no limit to the number of team members you can add. Invitations expire after 48 hours — if a team member doesn't set up their account in time, resend the invitation from the Team Members page.