Adding & Managing Team Members

DMLY allows you to invite team members, assign roles, control access, and manage workspace permissions from one place. This helps teams collaborate securely while maintaining proper access control.

Accessing Team Members

To manage team members:

1. Log in to DMLY

2. Select the relevant workspace

3. Go to Settings → Team Members

You will see a list of all team members associated with the workspace.

Understanding the Team Members List

The Team Members page displays the following information:

• Team Member – Name and email address

• User Access Role – Owner, Administrator, or Staff

• Workspaces – Assigned workspace(s)

• Invitation Status – Activated or Pending

• Status – Active or Inactive

• Actions – Edit user details

You can switch between:

• Active Staff

• Inactive Staff

Use the Search bar or Role filter to quickly find users.

Adding a New Team Member

To invite a new team member:

1. Click + Add Team Member

2. The New Team Member form will open

Fill in the Required Details

• First Name

• Last Name

• Email Address

• Country Code

• Mobile Number

Assign User Access Role

Select a role for the user:

• Owner

• Administrator

• Staff

Roles determine what the user can access and manage within DMLY.

Configure Access Restrictions (Optional)

You can apply additional access controls:

• No Application Access
  Prevents login while keeping the account active

• No Report Module Access
  Hides analytics and reports

• Mask Contact Phone Numbers
  Masks phone numbers in conversations and contact lists

Assign Workspaces

• Select one or more Workspaces

• A user must be assigned to at least one workspace to access the system

Workspace assignment ensures users only see data relevant to them.

Save the Team Member

1. Review the details

2. Click Save

The user will be added to the workspace and marked as Activated once access is confirmed.

Managing Existing Team Members

Editing a Team Member

1. Locate the user in the Team Members list

2. Click the Edit () icon

3. Update:

   • Role

   • Workspace assignment

   • Access restrictions

4. Save changes

Updates take effect immediately.

Activating or Deactivating a User

• Use the Status toggle to activate or deactivate a team member

• Deactivated users lose access without being removed from the system

This is useful for temporary access control.

Removing Access

To fully restrict access:

• Deactivate the user

• Or remove workspace assignments

Only Owners or Administrators can manage team members.

Best Practices

• Assign Owner access sparingly

• Use Administrators for managers and leads

• Apply Granular Access for support agents

• Regularly review inactive users

• Assign users only to necessary workspaces