Managing Team Members

In almost all cases, you'll want to give everyone on your team involved in client-facing work access to your Motion.io account so they can download files and access information within projects. This article describes the process for inviting new team members and details the four roles you can assign to team members.

Inviting New Team Members

To invite a new team member to your account, click "Team" from the sidebar on the left side of your account and then "+Invite member to team."

From here, enter the name and email of the new team member you're inviting and select the role you want to assign them.

Upon clicking "Save," your team member will automatically receive an email notifying them to log in to Motion.io and finalize their account setup.

Team Member Roles

In Motion.io, there are four different roles for team members:

• Administrators have the highest level of access within your team. In addition to managing all team assets, including projects, contracts, and client portals, Administrators have additional permissions to adjust account-level settings on the Settings page, manage billing via the Billing page, and add or remove team members via the Team page.
• Managers have broad permissions to help run client work smoothly. They can create new projects, invite clients, and manage all aspects of existing projects, including tasks, portal edits, messages, and contracts.

• Employees are your frontline team collaborators. They can run projects, complete tasks, and communicate directly with clients. However, Employees cannot view or access contracts

  or edit templates for forms, contracts, or projects.

• Contractors are read-only users. They can view projects, progress, and updates, but they cannot see contracts or interact with tasks.

By default, the person who first creates their team's account via the Motion.io registration page is set to the administrator role and, from there, can add new team members who can be assigned either of the roles described above. 

Team Member Costs

During the free trial period, you can add as many team members as you'd like to have them explore Motion.io at no cost.

When you upgrade to a paid account, each of Motion.io's pricing plans includes three seats. If you require additional seats on top of those included, all plans allow you to add team members based on the prices of each plan.

Removing Team Members

When team members leave or you add team members who only need account access for a limited time (for example, independent contractors), Motion.io makes it easy to remove them and allows you to avoid paying for unused seats.

To remove a team member, open the "Team" page from your account sidebar and click the trashcan icon next to the team member you want to remove.

After you verify that you want to remove a team member by clicking "Confirm" in the open modal, Motion.io's billing system will automatically update your subscription and credit you on a pro-rated basis for any unused time you already paid for the seat you removed.