/team has three tabs: Team Members, Roles & Permissions, Activity Log.
Invite a member
1
Click Invite Member
Enter Full name, Email address and choose a Role. The role cannot be changed on the invitation once sent.
2
Send invitation
Invitation sent confirms. The invitee opens the link, signs in with that email and lands in your tenant with the chosen role.
Change a member’s role
The row menu → Edit opens Edit Team Member with name and email read-only and a Role select.Remove a member
The row menu → Remove asks Remove team member. The member loses access immediately; their past decisions stay attributed to them.Roles and permissions
Every role with its member count and description. admin is reserved and cannot be edited.Create a role
Create Role asks for a Name (lowercase letters and hyphens, starting with a letter), a Description and the Permissions, grouped by the scope catalog with the read and write tiers side by side. You can only grant scopes you hold yourself; the admin role holds them all.Recommended role templates
- analyst
- senior-analyst
- engineer
Tick Write under Cases, and Read under Queues, Communications and Team.
The invitation link
The invitee lands on You’re invited and clicks Sign in to accept. If the link is invalid or expired the page says so; send a new invitation.Not available
Not available today. appears in the interface but does nothing yet. The guides only document controls that work; this note marks the gap so you do not wait on it.