Inviting team members
To invite a new member to your Dashboard:- Navigate to Settings > Team.
- Click Send Invite.
- Enter the team member’s email address and assign a role. The permissions for each role are displayed when selected.
- The invitee receives an email with instructions to set up their account.
Security settings
Two-Factor Authentication (2FA)
Only the Dashboard owner can enable 2FA to add an extra layer of security to Dashboard logins:- Navigate to Settings > Security.
- Enable Two-Factor Authentication.
- Each team member will be prompted to set up 2FA on their next login.
2FA supports Canadian and US phone numbers for SMS verification codes.
IP whitelisting
Restrict Dashboard access to specific IP addresses:- Navigate to Settings > Security.
- Enable IP Whitelisting (owner-only permission).
- Add the IP addresses that should be allowed access.
- Select a category for each IP address: VPN, Office, Home, or Custom (allows you to enter a custom label).
Once IP whitelisting is enabled, it is strictly enforced — users outside of the whitelisted IPs will be denied access, even if 2FA is enabled.