Managing User Permissions in Teams: A Simple, Effective Guide

Controlling what your team members can access is essential for smooth collaboration and security.

Controlling what your team members can access is essential for smooth collaboration and security. In this guide, we’ll show you how to manage user permissions within your team on the SESI platform — step by step.

Step 1: Access the Team Management Area

1. Log In to your SESI account.


2. Navigate to “Teams” via the main dashboard menu.

This is where you’ll find all your existing teams and options to manage or create new ones.

Step 2: Create a New Team (If Needed)

If you haven’t set up a team yet:

1. Click “Create Team”.


2. Enter a team name and confirm by clicking “Create”.

Once your team is set up, you can begin adding members and managing permissions.

Step 3: Add Team Members

1. Select the team you want to manage.


2. Click “Add Member”.


3. Enter the email address of the person you want to invite.


4. Assign appropriate permissions before sending the invite.

Step 4: Set Permissions for Each Member

When adding or editing a member, you’ll see a list of available permission types:

• Read – Allows viewing of items.


• Create – Allows creation of new items (e.g., links, projects).


• Update – Allows editing of existing items.


• Delete – Allows removal of items.

You can fine-tune access by enabling only the permissions necessary for each user’s role.

✅ Tip: Only give “Delete” access to trusted members to prevent accidental data loss.

Step 5: Modify Existing Member Permissions

1. Go to the “Members” section within your team.


2. Find the member you want to manage and click “Edit” or “Manage Permissions”.


3. Adjust their access levels as needed and click “Save”.

Changes take effect immediately, helping you adapt quickly to evolving team needs.

Step 6: Periodically Review Permissions

• Review permissions regularly to ensure everyone has the correct level of access.


• Remove outdated access for members who no longer need it.


• Update roles when responsibilities change.

Final Thoughts

Properly managing user permissions helps maintain security, productivity, and clarity within your team. SESI makes it easy to control who can view, create, update, or delete data — all from a centralized dashboard.

Need help? Our support team is just a message away!