Adding a team member

Team members let other people in your organisation help manage your Montage devices in DisplayNote Manage. You can invite colleagues and give each one either the Admin or Operator role.

Where to find your team

In DisplayNote Manage, open the menu (☰) in the top-right corner and select Account settings, then select Team under Company.

The Team page lists everyone with access to the account, along with their Email address, Role and Groups.

Inviting a team member

1. On the Team page, select Invite your team.
2. Enter the person's Email address.
3. Choose a Role:
   • Admin – can manage devices, groups and templates.
   • Operator – can only manage the devices in groups they've been assigned to.
4. Select Invite.

The person will receive an email invitation and will appear in the Team list. Once they accept, they can sign in to DisplayNote Manage with the permissions of their role.

For more on assigning Operators to device groups, see Creating and using device groups.

Managing existing team members

Select the ⋮ menu next to a team member to:

• Resend invitation – send the invitation email again if it wasn't received.
• Update role – change the member between Admin and Operator.
• Remove – remove the member's access to the account.