A team account is a shared workspace where multiple users can collaborate. This setup is ideal for companies and teams using GetBlock services.

Key benefits:

• Organized collaboration: Work together on company resources.

• Enhanced security: Role-based access limits each member to only the features they need.

• Efficient management: Easily switch between personal and team accounts.

A team account user is a regular GetBlock user. When invited to a team, they can work on company resources, manage service plans or team settings, provided the corresponding permissions are granted.

Creating a team account on GetBlock

This part covers a step-by-step guide to setting up your team workspace.

1. Sign in to your GetBlock account. If you don’t have a user account yet, create one following .

2. Click on the profile icon in the bottom-left corner of the sidebar. Select "Create new team" from the dropdown menu.

1. A popup window will appear. Assign a team name and click the "Create team" button.

1. Once the space is created, navigate to Account Settings > Team to manage team settings or add teammates.

Adding teammates

The creator of the team account controls who gets invited and manages user roles.

You can invite team members to join your team account using either their email address or GetBlock User ID.

• If the teammate has a GetBlock account: You can invite them using their ID. Since they are already registered, they just need to accept the invitation.

• If the teammate is not registered on GetBlock: Invite them via email so they can first create an account before joining the team.

A team member is marked as when they have successfully accepted the invitation and joined the team.

If the invitation has been sent but not yet accepted, their status remains .

Managing roles & permissions

Once the user has joined, the team owner or an admin can update their permissions:

1. Go to My Team in Account Settings.

2. Click the three-dot menu (⋮) next to a team member.

3. Select "Edit access level".

Roles-based permissions

This table provides a breakdown of actions team account users can perform based on their role.

Revoking team access

To remove a user from your team account:

1. Navigate to Team in the Account Settings.

2. Click the three-dot menu (⋮) next to the team member name.

3. Select "Remove" from the dropdown menu.

How to join a team account

If you’ve been invited to a team on GetBlock, follow these steps to accept the invitation and join the team.

Switching between personal & team accounts

To switch between your personal account and any team accounts you are part of:

• Click the account icon in the left panel.

• A dropdown will show all teams & personal accounts.

• Switch between them as needed.

The teams list is sorted by recent activity, with the most recently accessed accounts at the top.

Best practices for team security

• Regularly review and audit permissions. Revoke access for users who are no longer active.

• Grant admin privileges only to trusted team members.

• Give Members only the necessary permissions (e.g., endpoints access or subscriptions management).

Need help?

If you run into any issues or have questions, please check out our or visit our . You can also use the Help button within your GetBlock dashboard to access support or submit a request.

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