Interface labels, screenshots, and step-by-step UI guidance in this article are pending verification against the live Palletlog application. Conceptual guidance below uses approved Palletlog terminology. Detailed UI steps will be added when product sources are confirmed.
Outcome
You understand how to manage team members.About this task
Team members collaborate inside a Workspace.Prerequisites
- Access to the Palletlog dashboard
- A workspace with the asset types and partners relevant to this task
If you do not have permission to complete an action in Palletlog, ask a workspace administrator to adjust your role or complete the task for you.
Steps
1
Step 1
Open account or workspace administration.
2
Step 2
Review current settings or members.
3
Step 3
Apply changes and confirm with your team.
4
Step 4
Verify access with a test user if changing roles.
Expected result
Settings and membership reflect your changes.Common mistakes
- Sharing administrator credentials.
- Removing the only admin without a backup contact.