Add or edit team members
Find out how to add, change, and remove accounts for your team.
On this page:
Overview
Control platform access by managing your team members and their permissions. You can add new users to give them access to your Cut+Dry account, update existing user information, and adjust permissions to ensure each team member has the appropriate level of access for their role.
Tip: if you do not see Team Settings, you don't have the right permissions. Please get in touch with your account admin.
Follow these steps to manage your own team members within the app.
Add a team member
1. Select Settings from the navigation menu, then Team.
2. Click Add User.
3. Fill out their information, then click Send Invite.
Tip: you can only send an invite after you've entered their name, email address, and role.
- When Skip sending invitation email is selected, the new user will not receive an invitation.
Edit a team member
1. Select Settings from the navigation menu, then Team.
2. Find the user and click Edit.
3. Make edits to their information, then click Save Changes.
Tip: you can't make changes to their contact information after they accept the invite.
4. If needed, click Resend Invite to send a new invitation to Cut+Dry. Alternately, click Remove User to delete the team member.
Manage roles
1. Select Settings from the navigation menu, then Team.
2. Click Manage Roles.
Cut+Dry has three default roles, and you can create new roles as needed.
- Manufacturer Admin: has access to all features and most of the edit capabilities.
- Cut+Dry Admin: has access to all features and has full edit capabilities.
- Basic Viewer: can only view the product catalog, and doesn't have edit capabilities
3. Click Add New or Edit next to a role.
4. Enter the role name and use the toggles to give permission on each setting. Then, click Save.
