My Team Page Overview

The My Team page lets managers manage their team in Norby: to invite new teammates, remove ones, change roles, and see their activity.

NB: the My Team page is unavailable for Agents; only Managers can see this page.

Teammates Inviting

After a manager fills all the fields for a new teammate, they invite them by the “Sending an invitation” email. In the invitation email, a new user gets his credentials and links to the dashboard.

<aside> 👉 We recommend all agent dashboard users change their passwords after they are invited.

</aside>

Roles

Every user of the agent dashboard has a role:

• Manager
• Support Agent

The difference is that support agents can’t access all the dashboard features and pages. The following list of them is accessible only to managers:

• The My Team page and its functionality
• The company settings
• The Automations page

Also, every project has its owner — a person who registered an account. Basically, owners have the role of a manager in teams, but they get all billing notifications, invoices, and receipts.