Table of contents
You can use the Highnote dashboard to invite team members, manage your organization, or leave an organization. This guide provides an overview of organization settings and dashboard roles and permissions.
Invite team members
Note: You must invite team members to test and live environments separately because permissions are set at the organization level.
Admin users can invite team members to their Highnote organization using the dashboard. Use the following steps to invite team members to your organization:
- From the Highnote dashboard, select Organization from the left-hand navigation.
- Click the Team tab and select Invite Team Member.
- Provide the team member's Email and select a Role. For an overview of roles and their corresponding permissions, see Roles and permissions.
Remove team members
Admin users can remove team members from their Highnote organization using the dashboard using the following steps:
- From the Highnote dashboard, select Organization from the left-hand navigation.
- Click the Team tab and hover over the Team Member name.
- Click the three-dots icon and select Remove.
- In the pop-up window, click Remove to verify you want to remove the user.
Leave an organization
Note: You can’t leave an organization as the only Admin user. You must add another Admin user before leaving.
Highnote team members can work across multiple organizations in Test and Live Environments. You can leave any organization from your dashboard profile:
- Click the Organization drop-down in the dashboard.
- Select Profile.
- In the Organizations section, click the three-dots icon and select Leave Organization.