Manage team

Adding members can also take place at the document level. A member can be added as an admin, writer, or reader of a specific document with no access to other documents and properties of an organization. You can add members, change the members' roles, or remove them at any time.

While you can see the inherited owners and other members (The members added at the organization level) on the document manage team page, you cannot edit or remove them.

Add/invite a new member

1. Open your document in the content editor.
2. Open the main menu on the top left of the content editor page >> Manage Team.
   You can view the list of existing members at the document level and the inherited ones from the organization with their roles on the new page. Use the search field to find a specific member. 
3. Enter the email address of the person you intend to add/invite in the add member field. 
   If the person you intend to add is not already a Sonat member, an invitation email will be sent to them to sign up. They will be automatically added to your team after signing up.
4. Open the roles dropdown list on the right to choose among different roles and access levels.
5. Click the add icon (plus sign) to add a new member to your document team.

You can view the new member under the existing members' list.

Edit a member's role/access

1. Open your document in the content editor.
2. Open the main menu on the top left of the content editor page >> Manage Team.
3. On the list of existing members, open the roles dropdown list on the right side of the email address of the member you want to edit.
4. Choose among different roles/access levels.

The role/access level of the member will be changed accordingly.

Remove a member

1. Open your document in the content editor.
2. Open the main menu on the top left of the content editor page >> Manage Team.
3. On the list of existing members, click the delete icon on the right side of the email address of the member you want to remove.
4. In the confirmation prompt, click yes to confirm removing the member.

The member will be removed from the list and no longer have access to your document.