Organization Memberships and Permissions
How members, roles, and permissions fit together in TPTM, and where to add or remove members and change what they can do.
Overview
Everyone who uses TPTM at your company is a member of your organization, and each member has a role — a named set of permissions that decides what they can see and do. This article is the short version of how the pieces fit together: how to add someone, how to remove them, and how to change what they can do. Organization administrators handle all of this from the Admin section.
How to add a member
Open the Admin section from the sidebar navigation and click Invitations.
Click Invite Users.
Enter one or more email addresses.
Click Send Invitations.
Each address receives an invitation email. Once the person accepts, they appear on the Members page, where you assign their role.
How to remove a member
Open the Admin section from the sidebar navigation and click Members.
Search for the member you want to remove.
Click the trash icon on their row and confirm with Remove.
The person immediately loses access to your TPTM organization.
How to change what a member can do
Open the Admin section from the sidebar navigation and click Members.
Find the member and pick a different role from the Role dropdown in their row.
To change the permissions inside a role — or to create a new one — use the Roles page under Admin. Changing a role affects every member who has it.
See Also
Members — view, search, re-role, and remove members.
Roles & Permissions — create and edit roles and the permissions they grant.
Invitations — send and revoke invitations.