Managing teams and users

You manage team members under Teams in the sidebar: use Invite new member to invite someone, and give each member a role that decides what they can see and do. There are three fixed roles (Owner, Admin, and User), and you can create your own roles alongside them.

Inviting a team member

1. Go to Teams in the sidebar.
2. Click Invite new member.
3. Fill in First name, Last name, and Email address.
4. Pick the member's role from the dropdown.
5. Leave Auto-generate password on, or type your own password under Password (min. 12 characters).
6. Turn on Require password change at first sign-in if you want to.
7. Click Invite.
8. On the next step, click Send email.

The new team member gets a welcome email with a secure link for setting their own password. The password shown in the dashboard is not included in that email. If you do want to pass it on, share it yourself through a secure channel.

There is no limit on the number of team members or the number of teams. Your subscription is priced per screen, not per user, so you can add everyone who works with your content. See Manage your subscription.

Password requirements

A password needs at least 12 characters. Screenbird also rejects passwords that show up in known data breaches.

What each role can do

Action	Owner	Admin	User
Manage billing and subscription	x
Change company settings	x
Create, edit, or delete roles	x
Delete or transfer the account	x
Invite and remove team members	x	x
Add, edit, and delete screens	x	x
Manage brand settings and connections	x	x
View reports	x	x
Upload and manage files	x	x	x
Create playlists and schedules	x	x	x
Send content to screens	x	x	x

The User can see screens but cannot add, edit, or delete them. The Admin has every module permission but cannot reach billing, the subscription, or the company settings, and cannot manage roles.

Creating your own role

1. Go to Teams and open the Roles tab.
2. Click New role.
3. Turn on the permissions the role gets, section by section.

The role editor covers nine sections: screens, files, playlists, schedules, teams, trash, reports, brand settings, and connections. For each one you pick view, create, edit, and delete. Trash, reports, brand settings, and connections have a smaller set. Only the Owner can create, edit, or delete roles.

Changing someone's role

1. Go to Teams.
2. Click the team member to open Edit member.
3. Pick the new role under Role and click Save.

Everyone has exactly one role within your organization. If you add an existing member to a second team, they keep the same role.

Resetting a team member's password

1. Go to Teams and click the team member.
2. Choose Reset password.
3. Choose Generate automatically, Enter manually, or Send reset link.
4. Confirm with your own password under Confirm with your password and click Reset or Send link.

Team members can also reset their own password with the "Forgot password" link on the sign-in screen.

Removing a team member

1. Go to Teams and click the team member.
2. Click Remove member and confirm.

The team member loses access to that team. Anything they created stays in your account.

Teams for locations or departments

Screens, files, playlists, and schedules all belong to a team. Use New team to give each location or department its own team, and add people only to the team they are meant to manage. That way a store manager sees only the screens of their own store. Within that team, their role decides what they can do.

The invitation email doesn't arrive

• Check the team member's spam or junk folder.
• Check that the email address is correct.
• Open the team member again and resend the email with Send email.