Members management

Collaborate with colleagues across multiple accounts in Moveo. This guide helps you invite new members to your account, and locate and accept invitations to other accounts.

Inviting new members

1. Click on your profile icon in the top-right corner of the screen and select Your profile.
2. In the left sidebar, go to Account → Manage access.
3. Click on the Invite button.
4. Select By role, then click Continue.
5. Enter the email address of the person you want to invite and select their roles. The picker groups the choices under System roles and Custom roles. You can select more than one role, and the member receives the combined access of all of them. Not sure which role to assign? See Roles and permissions for a description of what each role can do, and Custom roles for how to build your own.
6. Click on the Send invite button to send the invitation.

To invite someone into an existing team instead, select By team in step 4. The member then inherits every role assigned to that team. See Teams for how team access combines with individual roles.

Viewing and accepting invitations

1. Click on your profile icon in the top-right corner of the screen and select Your profile.
2. Go to the Invitations section to view every account that invited you. Here, you can also see the role assigned to you in each account. Learn more about permissions.
3. Accept or reject each invitation from its card. The check button accepts it. The cross button rejects it and opens a warning first, because you need a new invitation to join that account again.
4. To open an account you just joined, go to the account menu in the main navigation and select Switch account. Pick the new account from the list.

The account menu is not the profile icon you used in step 1. It sits in the main navigation and carries the name of the account you are in.