people-pants-simpleMember Management

Member Management allows administrators to control who has access to your organization's GrowthFactor account.


Accessing Member Management

Navigate to Member Management in the left sidebar under Settings. Only administrators can access this page.


Viewing Members

The Member Management page displays all users in your organization:

Field
Description

Name

User's display name

Email

Login email address

Role

Admin or Member

Status

Active, Deactivated, Invited, or Pending


Inviting New Users

  1. Click "Member Management"

  2. Click "Invite"

  3. Enter the new user's email address

    1. Optionally, enter the user's name

  4. Select their role

  5. Send the invitation by clicking invite

The user receives an email with instructions to set up their account and join your organization.


Roles

Role
Capabilities

Member

Full access to Quick Search, Deal Dashboard, My Stores, and all analysis features

Admin

Everything Members can do, plus access to Settings: Brand Settings, Member Management, Organization Settings


Editing Roles

To change a user's role:

  1. Locate the user in the member list

  2. Click to edit their role

  3. Select Admin or Member

  4. Save changes


Deactivating Members

When someone leaves your team or no longer needs access:

  1. Locate the user in the member list

  2. Click the three dots in the "Actions" column

  3. Click "Deactivate"

  4. Confirm deactivation

Deactivated users cannot log in but their historical activity (comments, deal updates) is preserved.

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