How do I add team members to my account?

This guide explains how to add and manage team members in Orangedox, including assigning roles and understanding different permission levels.

Inviting a New Team Member

You can invite new users to your Orangedox account based on the number of licenses available in your plan.

1. Open the Team App

Go to the Team app from your Orangedox dashboard.

2. Click Add Team Member

Select Add Team Member to invite someone new.

3. Enter their email address

Input the email address of the person you want to invite.For Business plans, all new team members are automatically assigned Manager access by default. This setting cannot be changed.

4. Send the Invite

The recipient will receive an email invitation to join your account and you’ll be notified once they accept or decline the invite.

Removing a Team Member

You can remove a team member at any time from the Team app.

Remove a team member

Click the three dots next to the user’s name and select Remove.

Warning: This action is permanent and cannot be undone. Removing a team member will disable all data rooms, shared files, and published files they own. Once removed, their license becomes available for reuse.

Setting Manager Access

Manager access allows certain team members to oversee and manage the entire account.

Assign or remove manager access

On Teams plans, you can assign or remove manager access for individual users.

When Manager access is enabled, the team member can

1. Administer all data rooms in the entire account
2. Administer all shared and published files
3. Manage permissions across the account

When Manager access is removed, the team member

1. Can only access their own data rooms
2. Can only manage shared files they own

Breakdown of Account Owner, Manager and Team Member

Understanding the roles helps you control access and maintain security across your account.

Account Owner

The Account Owner is the primary account holder and has

1. Full control over billing and account settings
2. Can add or remove team members
3. Has complete visibility across all content
4. Cannot be removed from the account

Manager

Managers have elevated permissions for account-wide oversight.

1. Can view and manage all data rooms and shared files
2. Ideal for team leads, admins, or collaborators who need visibility

Regular Team Member

Regular team members have limited, user-level access.

1. Can only see and manage their own data rooms and shared files
2. Cannot access other team members’ content
3. Cannot manage team-wide settings