Team Management

The Team page (/settings/team) allows administrators to manage their organization's members in DURUM.ai: add users, assign roles, and control access.

Adding a Member

To invite a new person to your team:

1. Go to Settings via the sidebar
2. Click Team
3. Click the Add member button
4. Fill in the required information:

Field	Description
Email	Email address of the person to invite
Role	Role to assign (see Roles section below)
Client	Associated client, if applicable (for reps or clients)

5. Confirm the addition

The system then sends an invitation email to the person. They'll need to click the link in the email to create their account and access the platform.

Email Invitation

The invitation is valid for a limited time. If the person doesn't receive the email, check spam folders or resend the invitation from the Team page.

Available Roles

Each member is assigned a role that determines their permissions and the pages they can access.

Role	Description	Access
Admin	Full access to all features	All pages, settings, team management
Media Buyer	Ad campaign manager	Ads, campaigns, dashboard (no admin or system access)
Sales Director	Sales director	Sees all reps for their client, full sales dashboard
Sales Rep	Sales representative	Sees only their own data and performance
Client	Client access	Dashboard per subscribed plan, tasks read-only
Viewer	Read-only observer	Limited access, viewing only

Choose the Right Role

Assign the most restrictive role that meets the person's needs. A rep doesn't need Admin access. An external partner can use the Viewer role to view data without being able to modify it.

Changing a Member's Role

To change an existing member's role:

1. Go to Settings, then Team
2. Find the member in the list
3. Click their current role or the edit button
4. Select the new role
5. Confirm the change

The role change takes effect immediately. The person's permissions are updated on their next login or page reload.

Removing a Member

To revoke someone's access:

1. Go to Settings, then Team
2. Find the member in the list
3. Click the delete button
4. Confirm the removal

Access Removal

Removing a member disables their platform access. Historical data associated with that person (events, sales, etc.) is preserved in the system.

Permission Summary by Role

Feature	Admin	Media Buyer	Sales Director	Sales Rep	Client	Viewer
Dashboard	Yes	Yes	Yes	Limited	Per plan	Limited
Ads	Yes	Yes	No	No	No	No
Sales Reps	Yes	No	Yes	Own data	Per plan	Read
Settings	Yes	No	No	No	No	No
Team Management	Yes	No	No	No	No	No
Tasks	Yes	Yes	Yes	Yes	Read-only	Read-only
Contacts	Yes	Yes	Yes	Own contacts	No	No