With Team Sharing accounts, there are two roles; Admin and Member. The person that activates Team Sharing on their Index account is automatically assigned the Admin role.
Tip: We recommend that the person who is responsible for managing the team and the subscription/billing details be the Admin and therefore, be the first person to activate Team Sharing on their account.
Admin Role
Admins generally have more features and responsibilities within the team, such as:
- Invite and remove members from the team.
- Can view invite status (pending or accepted)
- Responsible for the subscription and billing details.
- Can view members ‘Login status’ (logged in or logged out)
- Can use all Index business features.
- Note: View compliance for sending Broadcasts.
- Ability to port out the Team's shared number.
Admins cannot (at this time):
- Transfer the Admin responsibility to other members of the team at this time.
- Remove themselves or close/disband the team (please contact support for assistance)
Members Role
Members have less functionality than Admins, however, they can:
- See everyone’s invite status (accepted or pending).
- View accepted members ‘Login status’
- Use all Index business features.
- Note: View compliance for sending Broadcasts.
Members cannot:
- Send invites / add members.
- Manage billing or subscription details.
- Close the team.
- Remove team members.
- Port out the Team Sharing number.
For a list of current Team Sharing limitations, please visit Team Sharing Limitations for more info.