Add and manage team members

Admins can add team members to their Profound organization from the People settings page. Each member gets a role that controls what they can see and do, and category access that controls which categories they can work in.

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Add a team member

1. Go to Settings in the settings icon menu at the bottom left of the platform.
2. Select People under Organization in the left navigation sidebar.
3. In the Add SSO User form, enter the new member’s email address.
4. Select a role. For a breakdown of what each role can do, see Roles and permissions.
5. Under Category Access, select the categories the member can work in. Keep Select all to grant access to every category, or select individual categories.
6. Enter the member’s first and last name (optional).
7. Select Add User.

The invitation appears in the Pending tab until the new member signs in.

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How the invitation is delivered

The new member receives an email from no-reply@auth.mail.tryprofound.com with a link to sign up. The link takes them to Profound, where they activate their account.

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Manage existing members

The Active tab of the People page lists every member of your organization, with their role, join date, and last sign-in. Search by name or filter by role to find a member.

• Change a role: Select the role next to the member’s name and select a new one from the list.
• Change category access: Open the … action menu in the member’s table row and select Configure category access.
• Remove a member: Open the … action menu in the member’s table row and select Remove from Team.

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Manage pending invitations

The Pending tab lists invitations that haven’t been accepted yet, with the assigned role and the invitation date. To cancel an invitation, open its … action menu and select Revoke.