How do I Invite and Manage Teammates?

In this article:

1. Invite a Teammate

2. Remove a Teammate

3. Update a Teammate's Permissions

4. Update a Teammate's Notifications for Communications Related to Lab Tests

Invite a Teammate

Follow these steps to invite a person to join your team on Confident LIMS:

1. Go to Settings and Organization, then click the Team tab

2. From here, click on Add New User towards the top right of the list of current team members:
   

3. A pop-up will appear to confirm the new team member's email address and role
   
4. Once you click Invite User, an email will be sent to the specified email to join your Organization
5. Once the new user accepts the invite, they will have access to your Confident LIMS account

Remove a Teammate

Follow these steps to remove a user from your team on Confident LIMS:

1. Go to Settings and Organization, then click the Team tab

2. From here, find the name of the team member you'd like to remove and select Remove under Action
   

Update a Teammate's Permissions

Follow these steps to update the permissions for a user on your team on Confident LIMS:

1. Go to Settings and Organization, then click the Team tab

2. From here, find the name of the team member you'd like to update and select the appropriate role in the dropdown under the Role column

3. There are 3 types of roles a user can have on Confident LIMS:

If you wish to update the owner on your account, you can find instructions here

Update a Teammate's Notifications for Communications Related to Lab Tests

Follow these steps to update the permissions for a user on your team on Confident LIMS:

1. Go to Settings and Organization, then click the Team tab

2. From here, find the name of the team member you'd like to update

3. By default, all email notifications are enabled. To disable email notifications for specific action items, simply uncheck the relevant boxes