Own NewHelp Center

Team Management

View and manage team members in your organisation.

View colleagues in your organisation and manage their roles and permissions.

Accessing Team Management

  1. Go to Settings → Members
  2. You'll see all current members of your organisation

Member Roles

Each member has a role that determines what they can do:

RolePermissions
OwnerFull access to all features and settings. Can manage billing and delete the organisation.
AdminCan manage members, settings, and all features except billing and deletion.
MemberAccess to day-to-day features (developments, leads, training, rates, LoAs). Cannot manage settings or members.
AgencyExternal partner with limited access to assigned resources.

Viewing Members

The Members page shows:

  • Member name and email
  • Role
  • Date joined

How Colleagues Join Your Organisation

Team members join your organisation automatically when they sign up with a matching email domain.

For example, if your organisation uses @yourcompany.co.uk:

  • New users who sign up with that email domain will automatically join your organisation
  • They'll be added as Members by default
  • You can change their role after they join

This domain-based auto-join ensures only colleagues with your company email can access your organisation.

Changing Member Roles

To change someone's role:

  1. Find them in the members list
  2. Click on the menu icon (three dots) on their row
  3. Select Update Role
  4. Choose the new role from the dropdown
  5. Click Update Role to confirm

Available roles when updating:

  • Admin
  • Member
  • Agency

Note: You cannot change your own role or assign the Owner role through this interface.

Removing Members

To remove someone from your organisation:

  1. Find them in the members list
  2. Click the menu icon (three dots)
  3. Select Remove Member
  4. Confirm the removal

Removed members:

  • Lose access immediately
  • Keep their Own New account (they can join other organisations if invited)
  • Cannot see your organisation's data

Best Practices

  1. Use appropriate roles — Only give Admin access to those who need it
  2. Keep members updated — Remove people who leave your organisation
  3. Use individual accounts — Don't share login credentials
  4. Review regularly — Periodically audit who has access

Getting Help

For questions about team management: