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3.1 Invite and Remove Team Members

  • ~ minute read

In this Lesson: 

Your firm is made up of incredible people! Let's go over how to add those people in Canopy and get everyone in your firm ready to rock and roll! 

 

Invite a Team Member

To add a new team member: 

  • Go to your Settings menu. 
  • Go to Team Organization. 
  • Select Invite new user. 

Invite New User.png

Step 1. Prepare Invitation

Prepare invite.png

In the new window you will add the email address for the team member you would like to add. You team member will receive the invitation to create their account via an email sent at the end of this process. 

You can also choose to add a personalized message by typing in the text box or using a template. Select Next step.

Step 2. Assign Licenses

Assign Licenses.png

Next you will assign Licenses to your user.   You can select the  appropriate Canopy Licenses to assign to your team member. You can manage your licenses in your settings under Account Management. Select Next step.

Step 3. Assign Permission Set 

Select Permissions set.pngSend Invitation.png

In the last window you will assign a permission set to your user. As a reminder, you can customize your permission sets to reflect the different needs of your users. You can learn more here. Select the appropriate permission set for this user. 

When you are done select Send Invitation. 

Heads-up!

If you are having problems inviting team members double check to make sure you have the correct email and that the user has not already been invited! 

 

Manage Team Members 

After you add your team members you can quickly edit and manage all your users. 

In the Settings menu you can see all your Team members under Team Organization. 

Manage Teams .png

  1. Name: Click on the User's name to view their User profile. 
  2. Permission Set: Edit each user's assigned permission set using the dropdown menu. 
  3. Clients Assigned: View and manage the clients assigned to the user by selecting View & Manage. 

Don't worry we will go over how to assign and manage Teams in the next lesson! 

Remove Team Members 

You have the option to deactivate or delete team members. 

Deactivating a team member in Canopy removes their access to your Canopy account without deleting it completely. An inactive team member will not be able to log in to Canopy.

Deleting a team member removes them from Canopy entirely. They will not be able to log in to Canopy once deleted.

Reminder: When a team member is deleted, their account is removed. However, tasks can still be accessed and reassigned even if the user assigned to them is deleted or inactive. Deleted team members can be restored at any time by an admin on the account.

deactivate and delete.png

To delete or deactivate a user click on the gear icon at the end of the row. 

Select Deactivate or Delete. 

Inactive_deleted team members.png

You can view all your inactive and deleted users at the bottom of this page. To reactivate or restore a user you can click the gear icon in these menus and select to restore. 

 

 

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