Overview
What is Team Member Management?
Team Member Management in Evergrowth allows Admins to add, remove, and manage user access and roles within Evergrowth workspace.
When should I use it?
When onboarding new team members to Evergrowth
When updating user roles or permissions (for example, promoting a user to Admin)
When removing users who no longer need access
When reactivating previously deactivated users
To change the name of the user
To reset password for the user
Before You Start
You must have Admin permissions to manage team members.
Only Admins can modify roles, remove users, or reactivate users.
Step-by-Step Guides
Add a New User
Invite a new user to your Evergrowth workspace and assign their role.
Go to Settings in the Evergrowth platform.
Select Team Members.
Enter the new user's Email address and Name.
Select the appropriate Role:
Admin: Full access to modify everything, including verticals, agents, and workflows. Can also invite new users.
Salesperson: Can launch workflows, upload lists, add accounts/contacts, and use the Chrome extension, write Plays. Cannot edit Agent Training Center settings, create workloads, or modify vertical/research/qualification agent settings.
Read-only: Can view all functionality but cannot edit or launch anything. Rarely used.
Click Send Invite.
The invited user will receive an email with a registration link. They must follow the link and set their own password.
The user will receive an invitation email:
Deactivate a User
Remove user's access to your Evergrowth workspace.
In Settings > Team Members, locate the user you wish to remove.
Click the remove button next to their name.
Confirm the removal in the popup dialog.
The user will now appear as deactivated in the user list.
Reactivate a Deactivated User
Restore access for a previously deactivated user.
In Settings > Team Members, find the deactivated user in the list.
Click the grant access button next to their name.
The user will be reactivated and can log in again.
Change a User's Role or Details
Update a user's role, name, or password.
In Settings > Team Members, click on the specific user you want to edit.
You can:
Change their role (Admin, Salesperson, Read-only)
Update their name
Reset their password
FAQ
What are the different user roles in Evergrowth and what can they do?
Admin: Full access to modify everything, including verticals, agents, workflows, and settings.
Salesperson: Can launch workflows, upload lists, add accounts/contacts, write Plays, and use the Chrome extension. Cannot edit Agent Training Center settings, create workflows, or modify verticals, research/qualification agent settings.
Read-only: Can view all functionality but cannot edit or launch anything. This role is rarely used.
How do I invite a new team member to Evergrowth?
Go to Settings > Team Members, enter their email and name, select their role, and send the invite. The user will receive an email to register and set their password.
How do I remove a user from Evergrowth workspace?
In Settings > Team Members, find the user, click the remove button, and confirm. The user will be marked as deactivated.
Can I change a user's role after they have been added?
Yes. Click on the user in the Team Members list, then edit their role as needed.
What happens when I deactivate a user? Can I reactivate them later?
When you remove a user, they are marked as deactivated and lose access. You can reactivate them at any time by clicking the grant access button next to their name.
What if a user forgets their password?
Users can use the "Forgot Password" functionality on the login page to reset their password. Admins can manually reset the user password from the Team Members page.
Additional Notes & Tips
The Read-only role is rarely used, but it is available if you need someone to view the platform without making changes.
You can always update a user's name or reset their password from the Team Members settings but you can’t change their email.
The status column helps you track which users are active, invited, or deactivated, and when they were first invited.
Always double-check the role you assign to new users to ensure they have the right level of access.
If you have a large team, consider periodically reviewing the Team Members list to remove users who no longer need access.