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Invite and manage your team

Bring teammates into your organization and control what each person can do.

Invite a teammate

  1. Go to the Team page.
  2. Enter the person's email address.
  3. Choose a role (see below).
  4. Send the invite.

They will get an email with a link to accept. If they do not have a MixShift account yet, they will be prompted to create one.

Roles

  • Owner: full control of the organization, including team and connections.
  • Admin: manage reports and team members.
  • Member: work with reports.

You can change anyone's role from the Team page. When you invite someone, you can grant them the Admin or Member role.

Remove a teammate

Remove a person from the Team page. You will be asked to confirm. Note that any share links they created stay active until they are revoked, so revoke those links as well if you need to fully cut off access.

Notes

  • Roles apply within an organization. If you work across multiple organizations, each has its own team and roles.
  • A history log of team changes is not available yet.
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