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Manage Team Members and Access

Adam allows you to securely invite team members to your business workspace without sharing login credentials. You can control who has access, assign roles, and manage invitations from one central location.

Maz avatar
Written by Maz
Updated today

Access Team Management

To manage your team:

  1. Log in to your Adam account

  2. Click your profile icon at the top of the screen

  3. Select Team Management

This opens the Team Management page, where you can view and control everyone who has access to your business account.

View Existing Team Members

The Team Management table displays all users associated with your business.

For each team member, you can see:

  • Name or email address

  • Assigned role

  • Invitation status

This gives you a complete overview of who currently has access to your workspace.

Invite a New Team Member

To add someone to your business:

  1. Click Invite Team Member

  2. Enter the email address of the person you want to invite

To invite multiple people at once, enter each email address and press Enter, Tab, or Comma after each one.

Assign Roles and Permissions

Before sending the invitation, you must assign a role.

Adam provides multiple roles with different permission levels. Select the role that matches what the team member needs to access or manage.

Once a role is selected, click Send Invite.

Manage Invitations

After sending an invitation, you can monitor its status directly from the Team Management table.

Available actions include:

  • Resend invitation (if the recipient did not receive the email)

  • Cancel invitation (if access is no longer required)

Invitation status updates automatically once the user accepts.

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