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Adding team members

Invite your team for easy collaboration

David Martin avatar
Written by David Martin
Updated over a month ago

Clayton's team features streamline collaboration by allowing members to view each other's activities, collaborate on projects, and easily share custom rules and policies.



Adding Team members

Adding team members is simple, click on your name in the top left hand corner of the page and under workspace setting select Users.


Clicking + Add Team Members lets you enter a teammate's email address, assign a license type, and select the users role. You can also choose whether to grant access to specific projects or all projects. Don't worry—these settings can be updated later. If you're unsure, we recommend starting with the principle of least access and expanding their permissions as needed.



Manage Your Team

Project Leads and Admins can manage project team members to ensure all contributors have appropriate access and visibility for their projects. To assign or adjust roles, select the project you wish to manage.

To access the settings Click on Settings, then Team

From the team interface you can see who has has access to the project, what role they have and remove a user from the project.

Adding a user is as simple as clicking the + Add User button. From there, you can select any teammate not already part of the project and assign them a role. To edit a user's access, click the pencil icon next to their name to change their role to Developer or Project Lead. To revoke access, click the bin icon, and the user's access to the project will be removed.

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