Teams

Organize and control access to CSVbox by adding team members.

You can invite additional members of your team to your CSVbox dashboard via the Team page.

When inviting new members of your team you’ll be asked what role they serve within your organization. This is because we limit dashboard functionality based on a user’s role. In the future, any user’s role can be changed by an admin in your team, at any time.

The roles and the dashboard areas they each have access (at a broad level) are as follows:

Page	Super Admin	Admin	Tech	Finance
Home	✔	✔	✔	✔
Sheets	✔	✔	✔
Imports	✔	✔	✔
Plans	✔	✔		✔
Settings	✔	✔	✔
Teams	✔	✔	✔	✔

Each account has one super admin that cannot be changed.

The maximum number of team members that you can add is based on your plan.