Team Management

Manage team members and control their access to your SRExpert organization.

Accessing Team Management

1. Click Settings in the sidebar
2. Expand Users section
3. Select Team Management

Team Members Overview

The Team Members page displays all users in your organization:

Adding a New User

1. Click the Add User button
2. Fill in the user details:
   • Full Name: User’s display name
   • Email Address: User’s email for login
   • Groups: Select one or more permission groups (hold Ctrl/Cmd for multiple selections)
   • Password: Set initial password
   • Confirm Password: Confirm the password
3. Click Create User

Editing a User

1. Find the user in the Team Members list
2. Click the Edit button (pencil icon) in the Actions column
3. Modify the user details as needed
4. Click Save Changes

Removing a User

1. Find the user in the Team Members list
2. Click the Delete button (trash icon) in the Actions column
3. Confirm the deletion

Warning: Removing a user is permanent and cannot be undone. The user will immediately lose access to the platform.

User Limits by Plan

The number of users you can add depends on your subscription plan:

To add more users, consider upgrading your plan.