• ADD A TEAM MEMBER
• REMOVE A TEAM MEMBER
• USER ROLES
• MULTIPLE ACCOUNTS

You can manage who has access to your B Impact account on the Team Members section.

Once you have created an assessment in your account, you will be able to add Team members. Team members are contributors to the assessment responses and have access to the company’s information. 

The Team members tab will be available on the “Manage account” settings only if you already have an assessment.

Disclaimer: If you are working on the initial Certification Setup pages, this feature will not be available to you on your account page. The account creator will have to complete the setup experience before they can invite additional team members.

ADD A TEAM MEMBER

To add members to your team, follow these steps:

1. From the home page, select the top right menu avatar icon and click under the option “Manage account”.
   

2. Then, on the top left menu, you will click on the option “Team members”.
   

3. You will see the list of colleagues who can view the assessment, including your own user information.
   

4. Click the Black button at the top right of the screen to "+ Add members."
    

5. Provide the team member’s email and select their role (between Admin and Member).

6. Optionally, you can add a note such as “Hi John, can you help me by answering the remaining questions in the Workers section? Thanks!”.
   You can also add multiple team members simultaneously.

7. Click Send Invite.

The invite will then be sent to the new team member.

Once a team member is invited, they will appear among your tab of pending invites.
You can click the overflow button (three vertical dots) to resend or remove your invitation. 

The user will receive an automated notification:

Once a user has accepted your invitation from their inbox, you will see the the displayed next to their email address.

REMOVE A TEAM MEMBER

To remove a team member:

1. From your Company dashboard, click Team Members.

2. Click the overflow button (three vertical dots) associated with a team member you would like to remove.
   Click "Remove team member"

3. The user will be removed from your list and will no longer have access to your account.

Please note that a user cannot add or remove themselves as a new team member for security purposes. 

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USER ROLES

Currently, there are two roles available:

• Admin: can manage most features like update company/user settings and add other admins.

• Member: can add other members. They can edit and collaborate on all work.

In the upcoming months, B Lab will expand on the abilities for each of these roles, but at this time, both roles effectively have the same level of ownership and permission access to your company account.

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MULTIPLE ACCOUNTS

A single user cannot add themselves to multiple accounts, but can be invited by existing contacts in an Account to be a Team Member. Please make this request directly with the account contacts, rather than with B Lab.
If a user is added to multiple accounts, they will see all the accounts they are a part of when they log in.