Team
Creating a team, roles and permissions, sharing and transfer, locks, remote control, activity log, templates, seats.
Creating a team and inviting members
How to create a team and invite or remove members.
Member roles and permissions
Owner, Admin, Member, Finance; permissions and profile visibility.
Sharing, assignees and transferring profiles
How “share” differs from “transfer” and “assign”.
Locks: who is in which profile
Why a profile is “In use” and how to release the lock.
Live view and remote control
How to watch a member's browser and take control.
Activity log and “Now”
Who opened, transferred or deleted what; who is online now.
Team templates
Identical settings for new profiles in a couple of clicks.
Seats and the profile pool
How team members and profiles are counted, buying seats.
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