Multiple team members can manage or view clients and budgets within a Shape account. Each team member is assigned a role with specific permissions.
Follow this step-by-step guide to add new team members to your Shape account.
Each team member in Shape is assigned a tag with their username. This tag is used to signal ownership of a client and can be applied to filter the dashboard.
Each Shape.io team has one admin. Learn how to transfer admin rights to another user with this step-by-step guide.
You may find you need to deactivate an employee who has moved on (or reactivate that team member later). To do so, follow the instructions below.