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.

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

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

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Permission Roles

RoleGlobal PermissionsCustomer 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 SharerN/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 OnlyN/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