Team Management
Invite staff members to your Tesa Cloud organisation and manage their access permissions.User Roles
Primary User (Surgeon)
- Full access to all features
- Can invite team members
- Manages organisation settings
- Controls permissions for sub-users
Sub-User (Team Member)
- Access based on granted permissions
- Cannot invite other users
- Cannot modify organisation settings
- Can perform assigned tasks
Inviting Team Members
1
Go to Team Settings
Navigate to Settings > Team Management
2
Click Invite User
Click the Invite button
3
Enter Email
Provide the team member’s email address
4
Set Permissions
Select the permissions to grant
5
Send Invitation
Click Send to email the invitation
Permissions
Control what team members can access:Managing Permissions
1
Go to Team Settings
Navigate to Settings > Team Management
2
Select User
Click on the team member’s name
3
Edit Permissions
Check or uncheck permissions
4
Save Changes
Click Save to apply
Invitation Status
Track pending invitations:
Resend expired invitations as needed.
Removing Team Members
1
Go to Team Settings
Navigate to Settings > Team Management
2
Select User
Click on the team member
3
Click Remove
Select Remove from Organisation
4
Confirm
Confirm the removal