Team & Collaboration, Outsolvi Help Center

Q: How do I invite a teammate?

Go to Team in the sidebar → click Invite Member → enter their email address and select a role. They'll receive an invitation email with a link to join your team. You can track pending invitations in the "Pending" tab.

Q: What are the different team roles?

Owner: Full access, can manage billing, members, and all data. Admin: Can see all team data and manage members (no billing access). Manager: Meant to see their own data plus their direct reports' data, but reports can't be assigned in the app yet, so today a Manager sees their own data. Member: Can only see their own tracking data.

Q: How do I change a team member's role?

Go to Team , find the member, click the "..." menu, and select a new role. Changes take effect immediately. Only Owners and Admins can change roles. To transfer ownership, the current Owner must explicitly transfer it.

Go to Team in the sidebar → click Invite Member → enter their email address and select a role. They'll receive an invitation email with a link to join your team. You can track pending invitations in the "Pending" tab.

Owner: Full access, can manage billing, members, and all data.
Admin: Can see all team data and manage members (no billing access).
Manager: Meant to see their own data plus their direct reports' data, but reports can't be assigned in the app yet, so today a Manager sees their own data.
Member: Can only see their own tracking data.

No. Managers see their own tracking data, plus their direct reports' data once reports are assigned, which the app can't do yet. Only Owners and Admins can see everyone's data. This is enforced at the API level, not just the UI.

Go to Team → find the member → click the "..." menu → Remove. Their personal data stays in their own account, but they'll no longer have access to team features or shared data.

Go to Team, find the member, click the "..." menu, and select a new role. Changes take effect immediately. Only Owners and Admins can change roles. To transfer ownership, the current Owner must explicitly transfer it.