Team and user seats

How user seats and roles work
Team & Access page
Inviting a team member
Changing a team member’s role
Changing a team member’s name
Removing a team member
Getting more user seats
Switching account

How user seats and roles work

Everyone on your account has one of three roles:

• Viewer: can view events on this account
• Manager: can view and edit events, but can’t add users
• Admin: can view and edit events, add users, and manage the subscription and billing

Each Manager and Admin uses one user seat. Gleanin Starter includes 1 seat and Gleanin Pro includes 5, and you can buy Additional user seats.

Your account can have as many people as it has seats, plus one more who must be a Viewer. Viewers can use any seats your Managers and Admins aren’t using.

Only an Admin can invite, change or remove team members.

Team & Access page

To see your team, click your account name at the top of the left-hand side menu, then click Team & Access. You will see:

• Seats used: how many Managers and Admins you have
• Available seats: how many seats your account has
• Each person’s Email, Name, Role and the date they Joined. The account owner has the Owner badge

Use Search team… to find someone, and click their email to open their page.

Inviting a team member

1. Click your account name at the top of the left-hand side menu
2. Click Team & Access
3. Click Invite member
   1. If all your seats are in use, click Add viewer to carry on, or choose a way to get more seats
4. Enter their First name, Last name and Business email
5. Click Add user

Everyone joins as a Viewer. Their page opens, so you can change their role straight away.

If they don’t have a Gleanin login yet, we’ll send them an email invitation. If they already use Gleanin, they are added to your account straight away.

Changing a team member’s role

1. Click your account name at the top of the left-hand side menu
2. Click Team & Access
3. Click the person’s email
4. Under Role, click Viewer, Manager or Admin

The new role is saved straight away.

Note: You can’t change your own role. To make someone a Manager or Admin, you need a free seat.

Changing a team member’s name

1. Click your account name at the top of the left-hand side menu
2. Click Team & Access
3. Click the person’s email
4. Change their First name or Last name
5. Click Save name

Removing a team member

1. Click your account name at the top of the left-hand side menu
2. Click Team & Access
3. Click the ⋮ button at the end of the person’s row
4. Click Remove member
5. Type remove in the box
6. Click Remove

Please keep in mind that removing someone can’t be undone. If they don’t belong to any other Gleanin account, their Gleanin login is deleted too, and you would need to invite them again. You can’t remove the account owner or yourself.

Getting more user seats

When all your seats are in use, clicking Invite member shows Want more user seats for your account? with these options:

• Upgrade to pro: move to Gleanin Pro, which includes 5 seats
• Additional user seats: click Buy additional user seats to add seats to your plan
• Add viewer: invite someone as a Viewer

You can also click Review additional user seats on Team & Access. Added seats are charged straight away for the rest of your billing term. Please see Managing your Gleanin subscription.

Switching account

If you belong to more than one Gleanin account:

1. Click your account name at the top of the left-hand side menu
2. Click Switch account
3. Click the account you want

You will be taken to that account’s events.