> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.simplecheck.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Team Management: Add Members and Control Portal Permissions

## Team Management vs Calendar Assignment

**Team Management** controls who can sign in to your SimpleCheck portal. It replaces shared owner logins with named access and lets each teammate see only the features needed for their role.

Widget **Team Setup** controls which connected calendars receive bookings.

These are separate: a person can need portal access, calendar assignment, or both.

---

## Why Use Named Team Access?

- Stop sharing the owner password
- Limit billing, customer, tracking, and notification data to the right people
- Give sales reps operational access without exposing API credentials
- Remove access cleanly when a teammate leaves

---

## Open Team Management

Open **Dashboard** and find **Team Management**.

![Team Management](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/helpdesk-1784835469111-team-ma_1h5apfw.png)

*Team Management lists members, access presets, enabled feature labels, and edit/remove actions.*

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## Add a Team Member

1. Click **Add Team Member**.
2. Enter the team member’s email.
3. Set an initial password and share it securely.
4. Choose an access preset.
5. Fine-tune feature permissions when using Custom access.
6. Click **Add Team Member**.

![Add Team Member](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/helpdesk-1784835470076-team-ma_187b1se.png)

*Choose a preset, then enable only the workspace/advanced/account features the person needs.*

---

## Permission Presets

- **Dashboard only** — shared overview only
- **Full access** — all sub-user-assignable features
- **Custom access** — choose each feature

Dashboard access is always included.

Available custom features can include:

- Widgets
- Bookings & Leads
- Smart Capture
- Reports
- Connections
- Customer Management (eligible accounts)
- Pixel Wiring
- Email Notifications
- Team Management
- Billing

> Developer API tokens remain owner-only and cannot be granted to a sub-user.

---

## Edit Permissions

Use the edit action beside a member:

1. Review the email (not editable).
2. Change the preset or individual feature permissions.
3. Click **Update Permissions**.
4. Ask the member to refresh/sign in again if the navigation does not update immediately.

Grant least privilege—especially Billing, Team Management, Customer Management, Pixel Wiring, and notification logs.

---

## Remove a Member

Use the remove action only when access should end. Removing portal access does not automatically remove that person/calendar from every widget.

Also review:

- Widget **Team Setup**
- Calendar Teams
- Assigned-person routing
- CRM ownership/workflows
- Notification recipients

---

## Troubleshooting

### Add/edit buttons are disabled
Your account needs **Team Management** permission.

### A member cannot see a page
Edit the member and enable that feature; confirm it is also enabled for the owning account.

### A removed member still receives bookings
Remove their calendar from the widget’s **Team Setup** and Calendar Teams.

### A full-access member cannot see Developer API
Expected: API tokens are owner-only.

Never share the owner login or API token as a shortcut for permissions.