Team Admin vs. Member Roles

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. 
• Delete (permanently close) the Team Sharing Account.
  • Click here for instructions. 

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 or delete the account
• Remove team members.
• Change the team Admin within in app
• Port out the Team Sharing number.

Changing the Admin

To transfer the Team Admin, please have the new admin perform their steps below first. After the new admin complete their steps, the current admin can proceed to follow their steps.

Steps for the NEW admin:

Sign up for a new Index subscription before you transfer Admin responsibility. This will ensure that the number and services continue to work with no interruptions.

1. View your Device's Settings.
2. Tap Subscription. 
3. Locate Index, then select the subscription length you wish to sign up for. 
4. Follow the app store prompts to subscribe to Index. 

Steps for the CURRENT admin:

1. View your Index Settings. 
2. Tap "Team Sharing" to open up your Team's list of members. 
3. Tap the three dots next to the NEW Admin to open the settings menu.
4. Tap "Assign as Admin" 
5. Tap "Transfer Admin."

Please note: You should cancel your subscription at this time since the new Admin has taken responsibility for the new subscription. If you do not cancel your subscription you may face duplicate charges. For steps to do this: How do I cancel my subscription?

For a list of current Team Sharing limitations, please visit Team Sharing Limitations for more info.