Adding your team
Understand team members, who can sign in, roles and your subscription.
Everyone in your firm is a Team Member in tiny+, whether or not they sign in. The people who sign in take up the licences on your plan; the rest can still be assigned projects, companies and contacts.
The Users screen
Navigate to Account Settings -> Users. This is where you add people, decide whether they can sign in, give them roles and resend their invitations. Changes save as you make them.
At the top, Licences shows how many active team members your plan allows and how many you have. If your firm has AI Assistants seats, a second meter shows those.
Under it, your team members are listed in three groups: Active, Ghost and Deactivated. Search by name, email or title, or narrow to one group with the tabs. Each row shows the person's email and title, whether two-factor sign-in is on, and when they last signed in.
Adding a team member
Under the list, Add a team member asks for:
their Name, first and last;
their Email, which must be at your firm's domain;
their Title, if you like;
their Access: Active or Ghost.
Click Add team member. An active team member is emailed an invitation with a link to set their password. A ghost gets no email.
Phone numbers, a photo, their time zone and the rest go on their profile afterwards. Click Open the profile on their row, or use the full form on the Team Members page.
Access: Active, Ghost and Deactivated
Each row has an Access dropdown.
Active
Yes
Can sign in and use tiny+.
Ghost
No
Appears in staff lists and can be assigned to records, but has no login and holds no roles.
Deactivated
No
No login, no roles, and out of the staff lists. The records they were assigned to keep them, so history stays intact.
Ghosts are especially useful when you're setting up: add everyone as a ghost, import your records against their names, then set them to Active when you're ready to invite them.
You can't change your own access; another admin can.
Roles
Click a team member's row to open it. Roles are chips you tick: Account admin, Records admin, Reports admin, News feed admin, Exports, Custom reports and, if your firm has seats, AI seat. An account admin holds every other role. A change applies from the person's next sign-in. User Permissions & Roles explains each one.
The same screen has Permissions for everyone: what team members can do without a role, such as opening the whole firm's pipeline.
Invitations and sign-in
The open row shows when the person last signed in, or that they haven't yet. Send the invitation again emails a fresh link to set their password.
An active team member's email address can't be changed from here. Contact support and we'll change it for you.
When a team member leaves
Set their access to Deactivated. They can no longer sign in, they leave the staff lists, and they come off your subscription. Their projects, companies and contacts keep them, so your history stays complete. Reassign records, on their profile's menu, hands their records to someone else.
To bring someone back, set them to Active again. They get a new invitation.
Once a person is deactivated, their open row offers Delete this team member. Their record goes to Deleted records, from where an Account Admin can restore it.
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