Managing Your Team

Inviting Members #

Admins and Owners can invite new team members:

1. Navigate to Members in your organization
2. Click Invite Member
3. Enter the email address
4. Select a role (Member, Admin, or Owner)
5. Click Send Invitation

The invitee receives an email with a link. When they click it: - If they have a Trackberry account, they're automatically added to your organization - If they don't, they'll be guided through account creation first

Invitation Management #

View and manage pending invitations from Invitations in your organization:

• See all pending, accepted, and expired invitations
• Resend invitations that weren't received
• Revoke pending invitations

Role Permissions #

Removing Members #

Admins and Owners can remove members:

1. Go to Members
2. Find the member to remove
3. Click Remove and confirm

Removing a member revokes their access immediately. Their past actions remain in the audit log.

Approved Senders #

Control who can send documents to your organization by managing Approved Senders.

Adding Approved Senders #

1. Navigate to Approved Senders in your organization
2. Click Add Sender
3. Enter the email address or domain
4. Click Save

How It Works #

• Documents from approved senders are processed automatically
• Documents from unknown senders are flagged for manual review
• You can approve an entire domain (e.g., @supplier.com) to allow all emails from that domain

Best Practices #

• Add your regular suppliers and partners as approved senders
• Use domain-level approval for large organizations
• Periodically review your approved sender list
• Remove senders you no longer work with