Users & Teams Page

The Users & Teams page provides a centralized view of your organization's structure. It allows users to see how teams and subteams are organized, as well as review user email addresses, roles, and account status.

All users can access this page, but how you access it, what you can see, and what you can do depend on your role.


How to Access the Users & Teams Page

Access to the Users & Teams page depends on your role:

Billing Admins, Super Admins, and Team Admins

  1. From the user dashboard, navigate to the Admin Console by selecting Admin on the left sidebar menu.

  2. In the updated Admin Console sidebar menu, select Users & Teams.

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Doc Admins and Regular Users:

  1. Select Users & Teams on the left sidebar menu.


Permissions & Visibility

While all users can view the page, capabilities vary.

Role

Visibility

Access Level

Regular Users / Doc Admins

Their team and any subteams beneath it

View-only access

Team Admins

Their team and any subteams beneath it

Can manage users and teams within their team

Super Admins / Billing Admins

Entire organization

Full administrative control

If you have administrative permissions and want to manage users or teams, see: User & Team Management.


Search & Filtering

Use filters to quickly find specific users or teams.

You can filter by:

  • User name

  • Team name

  • Email

  • Role (Regular User, Team Admin, Doc Admin, Super Admin)

  • Show all users

  • Show all teams

Learn more: How to Search Team Members with One or More Filters