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 dropdown menu in the upper right hand corner of the 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

In Conveyor, the concept of permissions helps administrators control who has access and ability to make changes on various information. Here is a description of each permission/role level:

The Conveyor permission roles and their abilities are as follows, from highest to lowest:

  • Billing Admin users have full Read/Write, including billing and user management
  • Conveyor Admin users have full Read/Write, excluding billing
  • Trust Sharer users can invite customers to Rooms. They also have full Read, but can only Write to simple objects that are assigned to them such as vendors, systems, risks, and tickets. They cannot edit or manage Rooms content.
  • Assignee Only users have full Read, but can only Write to simple objects that are assigned to them such as vendors, systems, risks, and tickets. Note: Since a vendor review is a collection of other objects in the system, Assignee Only users will not be able to complete a vendor review even if they are assigned to one.

Note: You do not need to add a team member as a user for them to be able to complete tickets via email or our ticketing integrations, although we do recommend it.

Updated 2 months ago


Inviting and Managing Your Team


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