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

RoleGlobal PermissionsPermissions
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 SharerN/APortal
✅ Can invite customers to your Portal and approve access requests
❌ Otherwise cannot edit or manage Portal content
✅ Can view Portal content

Knowledge Base
✅ Can view all 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 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 OnlyN/APortal
❌ Cannot invite customers to Portal or approve access requests
❌ Can see names of documents in your Portal, but cannot see their contents

Knowledge Base
✅ Can view all 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 view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator)
❌ Otherwise, cannot view or edit questionnaires