Inviting and managing your team

If you want to collaborate with your team in Conveyor, you can add them as users to your organization. Simply click on "Account Settings" in the ellipse menu in the lower left-hand corner of your screen.

Click the "Invite New Member" button to add a member of your team.

Fill in their email and select an appropriate "Role". See a description of each permission role below.

Permission Roles

Role	Global Permissions	Permissions
Billing Admin	✅ Billing ✅ User management ✅ Set up integrations and SSO	✅ Full read/write
Conveyor Admin	❌ Billing ✅ User management ✅ Set up integrations	✅ Full read/write
Trust Sharer	N/A	Trust Center ✅ Can invite customers to your Trust Center and approve access requests ❌ Otherwise cannot edit or manage Trust Center content ✅ Can view Trust Center content Knowledge Base ✅ Can view all Knowledge Base content ✅ Can create new Knowledge Base content ✅ Can edit Knowledge Base content they create or to which they are assigned ❌ Otherwise, cannot edit Knowledge Base content Questionnaire Eliminator ✅ Can create new questionnaires ✅ Can view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator) ❌ Otherwise, cannot view or edit questionnaires
Assignee Only	N/A	Trust Center ❌ Cannot invite customers to Trust Center or approve access requests ❌ Can see names of documents in your Trust Center, but cannot see their contents ❌ Otherwise cannot edit or manage Trust Center content Knowledge Base ✅ Can view all Knowledge Base content ✅ Can create new Knowledge Base content ✅ Can edit Knowledge Base content they create or to which they are assigned ❌ Otherwise, cannot edit Knowledge Base content Questionnaire Eliminator ✅ Can create new questionnaires ✅ Can view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator) ❌ Otherwise, cannot view or edit questionnaires

If your organization has other preferences for the lower permissions levels, we can also optionally turn on the following in your account:

Allow Assignees to view PDFs as though they were a visitor in your trust center via our in-app PDF viewer
Allow Assignees to download documents as though they were a visitor in your trust center, including watermarked PDFs
Block Assignees and Trust Sharers from creating questionnaires

Create a ticket with [email protected] for us to enable these options for your team.