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The Team Management section allows you to control who has access to your ClickTerm workspace. From here, you can invite new team members, assign roles, and monitor each member’s status.
Team management page
The Organization Owner role is assigned to the person who created the workspace but can be reassigned to another team member in the future.

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Roles

There are two assignable roles when adding a new team member:

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Admin

Admins can manage all workspace settings, including:
  • Adding and removing team members
  • Modifying roles
  • Managing integrations
  • Adjusting application settings
Admins have full access and can perform all actions but cannot assign themselves Organization Owner.

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Member

Members can:
  • View and use applications
  • Interact with templates, events, and dashboards
Members cannot:
  • Manage other team members
  • Modify roles
  • Change workspace-level settings (like organization details)
This role is suitable for users who need operational access but not administrative control.

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Adding a new team member

Click New team member to open the invitation dialog.
Add new team member dialog
1

Enter member info

Provide the person’s Full Name and Email address. An invitation will be sent to this email.
2

Select role & permissions

Choose either Admin or Member.

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Member statuses

StatusMeaning
ActiveThe user accepted the invitation and is currently active
PendingThe invitation was sent but has not yet been accepted
Expired inviteThe invitation link expired before the user joined — you can resend it

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Managing team members

Organization owners and admins can:
  • Change a member’s name and email
  • Update their role
  • Resend or cancel an invitation (if pending)
  • Delete a team member
Deleting a team member cannot be undone.

Audit logs

Review system activity and API usage logs.

Plan & usage

View your subscription tier and usage metrics.