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Invite your team

A project can have many people. Each person signs in with their own account and sees the same spend, requests, routing and memory.

Add a colleague​

You must be an owner of the project.

  1. In the console, open Team.
  2. In Add a colleague, type the email address of the person in Their email address.
  3. In Role, select Member or Owner.
  4. Select Add.
note

Proxium sends no email. Tell the person to sign in at proxium.tech/app with that email address.

The person shows in People with the status not signed in yet. After their first sign-in, the status is active, and the project shows in their console.

What each role can do​

ActionMemberOwner
See spend, requests, routing and memoryYesYes
Change routing, ceilings, vendors, keys and endpointsYesYes
Change the settings: stored prompts and answers, memoryYesYes
Export the project, without the stored prompts and answersYesYes
Export the stored prompts and answersNoYes
Add and remove peopleNoYes
Erase one end user in the consoleNoYes
Erase the projectNoYes

A member who tries an owner action gets the message only an owner can ….

Remove a person​

  1. Open Team.
  2. On the row of the person, select Remove, and confirm.

The person loses access to the project at once. For a person with the status not signed in yet, the confirm text says Withdraw the invitation.

A project always keeps one owner. The console shows no Remove on the last owner.