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Managing Team Members

This article will guide you through on how to add & remove team members to your BatchData account.

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Written by BatchData Support
Updated over 3 months ago
  1. Log in to your BatchData account and click on the gear icon at the top right corner.

  2. Then click on Account Settings.

  3. Click on Members.

  4. Enter the email address of the user who should be added to your BatchData workspace, and select a Role for this user from the dropdown.
    (To understand the various User Roles, refer to the documentation here)

  5. Click on the ADD NEW button and an invite to join your BatchData workspace will be emailed to the recipient.

  6. You will see a Success! notification at the top right corner of your screen once the invite has been sent.

  7. Scroll down and you can see a Pending Company Invitations section. This is where you can see which users have been invited to join your BatchData account and have not accepted the invite yet.

  8. If you'd like to cancel a previously sent invite, click on the Cancel button next to the email address of that invitee.

  9. You'll see a popup confirming the cancellation of the invite. Click on Yes.
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  10. Once the invitation to the user to join your BatchData workspace has been cancelled, you'll see a Success! notification at the top right corner.

  11. Scroll farther down and you'll see a Company Members section that contains a list of users that are already members of your BatchData workspace.

  12. To remove an existing member from your BatchData account, click on the Remove button next to the user's email.

  13. Once you receive a popup for confirmation, click on Yes.

If you experience issues while performing these actions, please reach out to our support team by clicking on the Help Center icon on the bottom left corner of the screen, or email us at support@batchdata.com.

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