Inviting your team

Bring your team on board.

Overview#

Point11 brings your team together around the same customer intelligence. Explore results, compare perspectives, and decide what to do next. If a result surprises someone, you can review the same conversations together before deciding what's next. Invite teammates and give each person the access they need.

Invite teammates#

Editors, admins, and owners can send invitations.

  1. Open Settings > Members.
  2. Choose Invite, enter their addresses under Emails, and choose a Role.
  3. Choose Send. Each teammate gets an email with a link to join.

Roles#

Each role includes the access listed above it.

RoleAccess
ViewerView dashboards and add comments
EditorStart scans and campaigns; invite teammates
AdminManage members, billing, settings, API keys, and agents; export the audit log
OwnerTransfer ownership and delete the organization

Each organization has one owner. Use Transfer ownership to choose a new owner. The previous owner steps down.

Manage access#

Admins and owners can change roles or remove teammates in Settings > Members, from the menu beside each person.

  • Resend invite sends a pending invitation again, and Revoke invite cancels it.
  • Make admin, Make editor, or Make viewer changes a teammate's role.
  • Remove ends access immediately and revokes the API keys that belong to them; a key that belongs to the organization keeps working.