This guide shows you how to manage teammate roles and permissions within the Userorbit Admin Panel, including inviting new members, understanding their capabilities, and adjusting or removing their access.
Before You Begin
- You must have an Admin role in Userorbit to manage teammate roles and permissions.
- Ensure you have the email addresses of the teammates you wish to invite.
Steps
- Navigate to Team Settings — From the Userorbit Admin Panel, click on your profile icon in the top right corner, then select "Team Settings" or "Account Settings" to access user management.
- Invite New Teammates — To invite new members, refer to our article How to Invite New Teammates to Userorbit for detailed instructions.
- Understand Teammate Roles and Permissions — Userorbit offers different roles to control access and capabilities for your teammates.
Permissions Matrix
Feature/Action Admin Member Invite/Remove Teammates Yes No Change Teammate Roles Yes No Manage Billing Yes No Manage Global Settings Yes No Create Product Tours Yes Yes Create Checklists Yes Yes Create Surveys Yes Yes Create Announcements Yes Yes View Analytics Yes Yes Admin: Has full access to all features, including managing users, billing, and global account settings.
Member: Can create, edit, and publish content such as product tours, checklists, surveys, and announcements. Members can also view analytics but cannot manage users, billing, or global settings.
- Change a Teammate's Role — In the Team Settings, locate the teammate whose role you wish to change. Click the "Edit" or "..." icon next to their name, then select the desired role (e.g., Admin, Member) from the dropdown menu and save your changes.
- Remove a Teammate — To remove a teammate, find their entry in the Team Settings, click the "Remove" or "Delete" icon (often a trash can or 'x'), and confirm the action.
- Understand Content After Teammate Removal — When a teammate is removed, any content they created (e.g., tours, checklists, surveys) will remain in the Userorbit Admin Panel and will still be accessible and editable by other teammates with appropriate permissions. Their user account will simply lose access to the platform.
Verify It Worked
After performing these steps, navigate back to the Team Settings page. You should see the updated roles for your teammates or confirm that a removed teammate no longer appears in the list. Test access with the affected teammate's account if possible, or verify content ownership if a teammate was removed.