Assign a clear owner to each shared fax task

An administrator starts the invitation from Users. The invited person completes the secure invitation flow and then appears in the team list with the access and number assignments managed by the account.

Use an individual work email for accountability. Do not share one login across people when the workflow needs to show who handled a document or changed a setting.

1. 01Open Users and choose Invite New User.
2. 02Enter the member's details and send the invitation.
3. 03Wait for the invitation to be accepted before assigning active work.
4. 04Verify the member, role, status, and number access in the team list.

Disabling a member prevents further account use while preserving the membership record needed for review and reassignment. Use it when access must stop before the organization decides whether to remove the member.

Check assigned numbers, active work lists, notifications, connected applications, and account-owner responsibilities as part of the same action.

The member action menu can manage number assignments. A user may receive multiple numbers, and a number may be shared where the account and workflow permit it.

Assignments determine access and delivery responsibility. They do not replace the separate settings for email or Slack notifications.

Deletion should follow a review of number assignments, unread incoming faxes, pending faxes, notifications, and ownership of connected tools. Transfer required responsibilities first.

After removal, verify that the former member can no longer sign in and that every shared number and work list still has an accountable owner.

Administrative access changes numbers, members, plans, and account settings. Daily work access handles documents and work lists. Notification recipients may receive selected updates without automatically becoming workspace members or number owners.

Grant only the role and number scope the work requires, review privileged access separately, and do not use a broad shared account to avoid defining responsibility.

Reopen the member list after invitation, assignment, disablement, reactivation, or deletion. Confirm member state, number access, default ownership, notifications, connected accounts, unread work, and any pending faxes affected by the change.

Run a periodic review for inactive people, unassigned numbers, excessive access, stale connections, and work without a backup owner. Keep the record details and timestamps needed to explain administrative changes.