Manage Your Customer Team

Before you start

Team management is available from Settings.

If you belong to more than one organisation, use the workspace switcher to move between them. Check you're viewing the correct organisation before making changes, particularly to team members or projects.

Permissions: Only Admins can invite or remove team members, change roles and update organisation details. Any signed-in user can change their own password.

1. Invite a team member

From Settings, open your organisation’s team section and select Invite teammate.

Enter the person’s email address, choose their role and send the invitation.

The invite will be sent to the email address you entered. Ask the recipient to sign in using that same address.

2. Choose the right role

A team member’s role controls what they can see and do in Valexia.

• Viewer: Can view projects they have access to, but cannot make changes.

• User: Can create and edit draft projects, but cannot launch them.

• Submitter: Can create and edit drafts, and launch a project.

• Admin: Can manage the organisation, team members and roles.

Choose the lowest level of access the person needs. You can change their role later.

3. Manage pending invitations

Invitations that have not yet been accepted remain visible in Settings.

From there, an Admin can:

• Change the role assigned to the invitation

• Revoke an invitation that is no longer required

• Send a new invitation where the original email address was incorrect

Once the recipient accepts, they will appear as an active team member.

4. Change a team member’s role

To update someone’s access:

1. Open Settings.

2. Find the relevant team member.

3. Select their current role.

4. Choose the new role.

5. Confirm the change.

The updated permissions apply to the organisation immediately.

Every organisation must retain at least one Admin. Valexia will not allow you to remove or change the role of the final Admin.

5. Remove a team member

Remove someone when they no longer need access to your organisation.

From Settings, find the team member and select the option to remove them.

Once removed:

• They can no longer access the organisation

• Their previous activity remains in place

• Other team members can continue working on existing projects

Check that another appropriate user has access to any active projects before removing someone.

6. Update your organisation details

Admins can update the organisation name shown in Valexia.

From Settings, open the organisation details, make the required change and save it.

Where you belong to more than one organisation, check that you are viewing the correct workspace before making changes.

7. Forgotten your password?

If you can't sign in, select Forgot password on the sign-in page and follow the link sent to your email. This works even if you're not currently signed in.

8. Change your password

Any signed-in user can change their own password.

From Settings:

1. Select Change password.

2. Enter your current password.

3. Enter and confirm the new password.

4. Select Update password.

Your new password must contain at least eight characters.

9. Update your email address

From Settings, select Change email address, enter your new address and confirm. 

Why can’t I manage the team?

Check that:

• You are viewing the correct organisation

• Your role is Admin

• You are not trying to remove or change the role of the organisation’s final Admin

• The invitation or team member still appears in Settings

• You are signed in using the correct email address

If you cannot access Settings or make the required change, contact another organisation Admin or Valexia support.

What happens next?

Return to the customer guides to create, manage or review a project.