Managing Team Members on Your SaaSquatch Account

🔗 About team member roles and permissions

SaaSquatch allows clients to give multiple members of their team access to the SaaSquatch Admin Portal. Team members can be assigned one of four roles: full access, program manager, support or viewer. Each role has different permissions, but people with the full access role can invite other team members. We recommend regularly auditing your list of team members to ensure that only current employees have the right level of access.

For a full breakdown of each role and their permission levels, check out our doc on Team Member Roles and Permissions.

Team members who were added to a project before December 2022 were given the full access role by default.

🔗 Adding a team member

Only people with the full access role can invite new team members to your SaaSquatch account.

1. Log on to your SaaSquatch account.
2. Go to the Project Settings page by either:
   • Clicking the My Account icon and selecting Project settings
   • Going to the Tenant selection dropdown at the top left of the page and changing from Live or Test to Project Settings
3. Under the Team Members heading, click the orange Invite button.
4. Enter the email address of the team member you want to add.
   • Tip: You can invite multiple team members at the same time, as long as they will have the same role.
5. Select the role you want the team member to have.
6. Click the orange Invite button.

🔗 Changing the role of a team member

Important: People with the full access role can change the permissions of other team members, but not themselves. Contact us at support@saasquatch.com if you are a full access team member and want to change your role.

1. Log on to your SaaSquatch account.
2. Go to the Project Settings page by either:
   • Clicking the My Account icon and selecting Project settings
   • Going to the Tenant selection dropdown at the top left of the page and changing from Live or Test to Project Settings
3. Under the Team Members heading, click the checkbox next to the name of the person whose role you want to change.
   • Tip: You can change multiple team members’ roles at the same time, as long as they will have the same role.
4. Select the team member's new role.
5. Click the orange Save button.

🔗 Removing a team member

Important: People with the full access role can remove other team members, but not themselves. Contact us at support@saasquatch.com if you are a full access team member and want to remove your own access to the Admin Portal.

1. Log on to your SaaSquatch account.
2. Go to the Project Settings page by either:
   • Clicking the My Account icon and selecting Project settings
   • Going to the Tenant selection dropdown at the top left of the page and changing from Live or Test to Project Settings
3. Under the Team Members heading, click the checkbox next to the name of the person or people you want to remove.
4. Click the Remove button at the top right of the table.
   • Result: A pop-up will appear asking you to confirm the deletion.
5. Click the red Remove button.