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How to manage your Supermetrics team

You can manage your team members as well as the team on the Supermetrics Hub


To manage your team, you'll need sufficient permission for each action. Follow this article to learn user roles and their permission.


Instructions

Invite new team members and assign them to license

In most licenses, adding a new member to a team does not grant access to a license. To use the license, the team member needs to be added to the license. Learn more about license management.


Make sure that your modification count allows you to assign the license to the new user. Learn more about the modification count.


Step 1: Invite the user to the team

  1. Go to the Team page on the Supermetrics Hub. Check from the top bar that you're in the right team.
  2. Click + Invite team members.
  3. Fill in the new member's Google or Microsoft email address. 
  4. Select their role (this only impacts license management and billing information).
  5. Click Add.

You'll see the status of the new invitation in the Sent invitations pending section. Once the new team member has accepted the invitation, you can assign licenses to them.


The new team member will receive an email from Supermetrics inviting them to join the team. Once the new team member clicks the Accept invite and join team link in the email, they're taken to the Hub and are asked to log in. After logging in, they'll see the teams they're members of and can select a team to work with. If they log in to Hub without clicking the link in the email, they'll see the pending team invitations in the list of teams.


Step 2: Assign license to the new team member

  1. Go to the Licenses page on the Supermetrics Hub. Check from the top bar that you're in the right team.
  2. Select the license you'd like to reassign.
  3. Under Users, unassign the current user/email address.
  4. Click Assign user and select the user you want to assign the license to.
Change a team member's role
  1. Go to the Team page on the Supermetrics Hub. Check from the top bar that you're in the right team.
  2. Find the member to change in the list, click the 3-dot menu, and click Edit.
  3. Select the new role.
  4. Click Save.

If you want to change their email address, remove it and add a new one.

Change a team name

If you're an Admin or Owner of the team, you can change the team name.
A Supermetrics user account is used as a team's name unless otherwise specified.

  1. Go to the Team page on the Supermetrics Hub. Check from the top bar that you're in the right team.
  2. Next to the team name, click the pencil icon.
  3. Type your new team name into the field.

    Make sure you give the team a unique name. Errors could occur if one team has the same name as another. Please make your team names unique from each other to prevent this.

  4. Click the checkmark to save.
Remove a team member
  1. Go to the Team page on the Supermetrics Hub. Check from the top bar that you're in the right team.
  2. Find the member to remove from the list, click the 3-dot menu, and click Delete.
  3. Click Delete.

Removed members no longer have access to the team and license.

Remove a team
It's not possible to remove a team using the Hub. Instead, you can merge unused teams into others. Follow these instructions to merge teams.


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