Account Settings: Teams

What Are Teams?

SyncRange uses teams to organize your account. Everything you do in SyncRange (exporters, data connections like Google, Shopify, Meta, and your subscription) belongs to a team. Teams let you collaborate with others: all members of a team share access to that team's exporters and data.

When you create an account, a team is created for you automatically. You can create additional teams (for example, to separate different clients or projects) or invite others to join your existing team. If you belong to multiple teams, you can switch between them from the dashboard to work with different sets of exporters and connections.

How to Add a User to Your Team

To invite someone to your team, you must be a team admin. Follow these steps:

1. Go to your Teams page from the dashboard.
2. Select the team you want to add a user to and click Edit (or View Details if you're not an admin).
3. On the team management page, find the Invite Team Members section.
4. Enter the email address of the person you want to invite and select their role (Admin or Member).
5. Click Send Invitation.

The invited user will receive an email with a link to accept the invitation. Once they accept, they will have access to the team and its data exports. Pending invitations appear in the Pending Invitations section until they are accepted or canceled.

Team Roles

Each team member has a role that determines their permissions:

• Admin: Can edit team details, invite and remove members, and manage all team resources.
• Member: Can view and use team resources (exporters, connections) but cannot invite others or change team settings.