Adding Team Members
Learn how to add and manage users in your TSL Toolbox company account
TSL Toolbox allows company administrators to add team members to their company account, enabling collaboration and shared access to platform features. This guide will walk you through the process of adding users, managing permissions, and optimizing your team setup.
Before You Begin
Make sure you have:
- Created your company profile
- A valid subscription with available user seats
- Company Admin permissions
Understanding User Roles
TSL Toolbox offers different user roles to match your team's structure and needs:
Company Admin
Full administrative control over the company account.
- Add/remove users
- Manage billing and subscriptions
- Configure company-wide settings
- Access all platform features
- View company analytics
Team Manager
Manages team operations without billing access.
- Add/remove regular users
- Configure team settings
- Access most platform features
- View team analytics
- No billing management
Regular User
Standard access for team members.
- Access to assigned features
- Personal settings management
- No administrative capabilities
- No billing access
Role Assignment Considerations
Assign roles carefully based on job responsibilities. We recommend having at least two Company Admins to ensure continuity if one admin is unavailable.
Adding Users to Your Company
Navigate to User Management
Log in to your TSL Toolbox account as a Company Admin and navigate to the User Management section:
- Click on "Dashboard" in the main navigation
- Select "Users" from the sidebar menu
Invite New User
Click the "Add User" or "Invite User" button to begin the process.
Note: You can only add users if you have available seats in your subscription. If you need more seats, you'll need to upgrade your subscription first.
Enter User Details
Fill out the user invitation form with the following details:
- Email Address: The business email of the team member
- First Name: User's first name
- Last Name: User's last name
- Role: Select the appropriate role (Company Admin, Team Manager, or Regular User)
- Feature Access: Select which features the user should have access to
[Screenshot: User invitation form]
Send Invitation
Click "Send Invitation" to email an invitation link to the user. The email will contain:
- A welcome message
- Information about your company
- A link to create their account or connect an existing one
- Instructions for getting started
The invitation link will be valid for 7 days. If it expires, you can resend the invitation from the user management dashboard.
User Acceptance
The invited user will need to:
- Click the invitation link in the email
- Create a new account or log in with an existing TSL Toolbox account
- Accept the invitation to join your company
Note: If the user already has a TSL Toolbox account, they'll be prompted to connect it to your company. If they don't have an account, they'll be guided through the registration process.
Managing Existing Users
User Management Options
As a Company Admin or Team Manager, you can manage existing users in several ways:
Edit User Details
Update user information, change names, or modify contact details.
Change User Role
Promote or demote users between Regular User, Team Manager, and Company Admin roles.
Modify Feature Access
Adjust which platform features and integrations the user can access.
Resend Invitation
If a user hasn't accepted their invitation, you can resend it.
Deactivate User
Temporarily suspend a user's access without removing them from the system.
Remove User
Permanently remove a user from your company account, freeing up their seat.
Important Note on User Removal
Removing a user will immediately revoke their access to your company's TSL Toolbox resources. This action cannot be undone, but you can invite the user again if needed.
Best Practices for User Management
Assign Appropriate Roles
Match user roles to job responsibilities. Not everyone needs admin access. Follow the principle of least privilege by giving users only the access they need to perform their job functions.
Regular Access Reviews
Periodically review user access to ensure that all active accounts belong to current employees and that their access levels remain appropriate for their roles.
Onboarding Process
Develop a standard onboarding process for new users that includes initial training on TSL Toolbox features relevant to their role. Consider creating a welcome document with essential information.
Offboarding Process
When employees leave your company, promptly remove their access to TSL Toolbox to maintain security and free up user seats for new team members.
Next Steps
Need Help with User Management?
If you're experiencing any issues with adding or managing users, our support team is ready to assist you.
Contact Support