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 Management" 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 | Customer Trust Permissions (Rooms, Knowledgebase...) | Vendor Trust Permissions (Discover, Manage, Review...) |
---|---|---|---|
Billing Admin | ✅ Billing ✅ User management ✅ Set up integrations | ✅ Full read/write | ✅ Full read/write |
Conveyor Admin | ❌ Billing ✅ User management ✅ Set up integrations | ✅ Full read/write | ✅ Full read/write |
Trust Sharer | N/A | ✅ Can invite customers to Rooms and approve access requests ❌ Otherwise cannot edit or manage Room content ✅ Can view Room content | ✅ Read/write in Manage tab (Vendor Inventory) ❌ Cannot read/write any Review |
Assignee Only | N/A | ❌ Cannot invite customers to Rooms or approve access requests ❌ Can see names of documents in your Room, but cannot see their contents | ✅ Read/write in Manage tab (Vendor Inventory) ❌ Cannot read/write any Review |
Updated 9 months ago