Team Management¶
(Admin role required)
Add and manage your team members at Settings → Team.
Roles¶
Every person in your team gets a role that controls what they can see and do:
| Role | What they can access |
|---|---|
| Admin | Everything — settings, all workflow stages, team management |
| Designer | Design and Proof workflows |
| Sales | Quoting and customer management |
| Production | Production workflow |
Tip
Give people the role that matches their job. Your print operator doesn't need access to billing settings, and your sales rep doesn't need production controls.
Adding a New Team Member¶
- Click New User at the top of the Team tab.
- Fill in their name, email address, role, and a starting password.
- Click Save.
Warning
Substrate doesn't send an automated welcome email. You'll need to pass the login details on to your new team member yourself.
Editing a Team Member¶
Click the pencil icon next to their name to update their name, email address, or role. Changes to their role take effect the next time they load a page.
Removing a Team Member¶
Click the bin icon next to their name and confirm. Their account is removed and they can no longer log in.
Any jobs, notes, or history they created stays in the system — removing a user doesn't affect past records.
Your Own Account¶
You can't delete your own account or change your own role from this page. To update your own name, photo, email, or password, go to Settings → Account.