Team members

The Team page is where you manage everyone who has access to your Startdeliver account.

Where to find it: Settings → Team · app.startdeliver.com/settings/team

Who can access it: Admins only. Regular users cannot view or edit this page.

What it does

The Team page is where you manage everyone who has access to your Startdeliver account. You can invite new members by email, assign them to a team, control their access level, and archive people who no longer need access.

Key concepts

Team member types

Every member is assigned a type that controls what they can see and do in Startdeliver.

Type	What they can do
Administrator	Full access to all settings, customers, and account configuration.
Main	Standard access for day-to-day CS work. Cannot edit account-level settings.
Lite	Reduced access. Suitable for members who need visibility without full edit rights.
External Partner	Restricted access for partners or contractors outside your core team.

Teams

Teams are groups you create to organise members — for example: Customer Success, Sales, or Support. Each member belongs to one team. Teams are used for filtering and assignment across the platform.

How to use it

The page has two sections: Teams at the top and Team members below.

Teams section

Lists all teams in your account. Click any team name to edit it. Click + Create a team to add a new one and give it a name.

Team members section

Shows everyone with access to the account. Use the filter tabs to switch between views:

• All active — 8

• Main — 0

• Lite — 0

• Admin — 6

• Invited — 2

• Inactive — 32

Filter tabs showing counts for each member status. The Invited tab shows people who have been sent an invitation but have not yet accepted.

Each row shows the member's Name and email, their Team, their Active status, and their Team Member Type. Click the three-dot menu (⋮) at the right of any row to manage that member.

Manage team member

• Edit team member — Edit the team member details

• Change email — Change the team member's email address

• Archive — Archive and anonymize the team member

The three-dot menu (⋮) on each member row. Archive removes access and anonymizes the member's data.

How to invite a new team member

1

Go to Team

Go to Settings → Team.

2

Start the invite

Click + Invite team member in the top right of the Team members section.

3

Enter member details

Enter the member's Name (required) and Email (required).

4

Add optional details

Optionally add a Phone Number.

5

Choose a team

Select a Team from the dropdown.

6

Choose a team member type

Select a Team member type. Main is selected by default.

• Administrator

• Main

• Lite

• External Partner

7

Send the invite

Click Invite now.

The invited person receives an email with a link to set their password. Until they accept, they appear under the Invited filter tab and cannot log in.

How to create a team

1

Go to Team

Go to Settings → Team.

2

Start creating a team

Click + Create a team in the top right of the Teams section.

3

Name the team

Enter a name for the team (for example: Customer Success, Sales, Support).

4

Save

Save. The team is immediately available to assign to members.

Common scenarios

Adding a new CSM who just joined the team

Go to Settings → Team, click + Invite team member, enter their name and work email, select the Customer Success team, leave the type as Main, and click Invite now. They will receive an email to set their password and can log in straight away once they accept.

Giving a colleague Administrator access

Invite them as above but select Administrator as the team member type. Administrators can edit all settings, manage other team members, and configure the full account. Only grant this to people who genuinely need it.

Removing access for someone who has left

Find the person in the Team members list, click the three-dot menu (⋮) on their row, and select Archive. They immediately lose access and their data is anonymized. Archived members do not appear in active lists but their historical activity remains in the account.

Support access

At the bottom of the Team page is a separate Support access section. This lets you designate one team member for Startdeliver's support team to use during onboarding or troubleshooting. This member does not count toward your plan seat limit and can be activated or deactivated at any time.