Everyone who is part of TeamworkIQ account plays one or more of the following account roles:

  1. Member
    May participate in processes. May create personal checklists, tasks and workflows and receive personal reports. 
  2. Manager
    May access and create process templates and start new workflows, processes, and checklists from them. May assign tasks to other members, manage team members, access manager reports, and use additional features.
  3. Account Admin
    May administer the account.
  4. Account Owner
    Has full control over the account.

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Adding and Removing Account Roles

Account Owners, Account Admins and Account Managers can manage members' roles, as follows:

  1. Open the Main Menu.
  2. Click Manage team.
  3. Click the Members tab.
  4. Click the ... menu for the desired member of the team.
  5. Add or remove Manager or Account Admin roles using the menu.

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What Can Members and Managers Do?

Members

Everyone who is part of a TeamworkIQ account is a Member of that account. Members can...

  • Have tasks assigned to them.
  • Receive task notifications, reminders and due date reports.
  • Contact other Members and Managers who are working on the same process.
  • Create checklists, tasks, and processes for personal use.

An Account Owner or Account Admin can "upgrade" a Member to become a Manager.

Managers

Managers have access to more features than basic Team Members. Managers can...

  • Create processes and process templates that assign tasks to other people.
  • Invite people to the team and manage invitations.
  • Manage team members (list and remove members).
  • Track work that s/he has delegated.
  • Receive progress reports that are optimized for Managers.

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What Can Account Owners and Account Admins Do?

Account Owners

If you signed up for a TeamworkIQ account and created a team name for it, then you are the Account Owner. There can only be one Account Owner. Account Owners can...

  • Invite people to the team and manage invitations.
  • Add, remove Team Members
  • Add, remove Manager privileges for any Member.
  • Add, remove Account Admin privileges for any Member.
  • Manage subscription plans.
  • Manage payment methods.
  • Contact support to request that an account be transferred to a new Account Owner or that the account be terminated.

Account Admins

Account Admins can:

  • Invite people to the team and manage invitations.
  • Add, remove Team Members.
  • Add, remove Manager privileges for any Member.

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Invite Someone New to the Account

Managers, Account Owners and Account Admins can invite people to the account. Here's how...

  1. Open Invite people
  2. Type the email addresses of the users that you wish to invite.
  3. If necessary, click + INVITE MORE PEOPLE
  4. Carefully check the email addresses to be sure that there are no misspellings.
  5. Edit the custom message text that you wish to send them.
  6. Click INVITE
  7. If you reload your web browser, you can see the new invitations under the Manage team > INVITED tab.

Invited users do not become Account Members until they accept their invitations. 

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Remove Someone from the Account

Managers, Account Owners and Account Admins can remove people from the account. Here's how...

  1. Open Manage Team
  2. Click the Members tab
  3. Click the ... menu for the desired team member
  4. Select Remove

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Re-Invite Someone to the Account

Once someone is removed, they can be re-invited. Managers, Account Owners and Account Admins can re-invite people to the account. Here's how...

  1. Open Manage Team
  2. Click the Removed tab
  3. Click the ... menu for the desired team member
  4. Select Re-Invite

An invitation email will be sent to the person invited. To resend an invitation, find the person under Main Menu > Manage Team > Invited tab and select "Resend invite" from the ... menu for that person.

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