Managing Your Team in Canopy
The Team page gives you full control over who has access to your Canopy account and what they can see. From here, you can add new users, adjust permissions, and remove access — all without leaving the dashboard.
To get started, navigate to the Team tab in the left side menu of your dashboard.
Adding a User
On the Team page, click the Add User button under the Users header.
In the pop-up, enter the new user's name and email address, then assign their role:
Admin — full account access, including settings and all links
User — limited access, restricted to only the links they've been specifically assigned
A description of each role is available in the role dropdown to help you choose.
Under Grant Link Access, open the dropdown and check the box next to each link you want this user to be able to view. Keep in mind that users will only receive notifications for the links assigned to them — not all links on the account.
If needed, you can also create a new link specifically for this user from within the same pop-up.
Click Save to send the invitation and add the user to your team.
Editing a User
If you need to update a user's name, email address, role, or link permissions:
On the Team page, find the user and click the Edit button on their profile line.
Make the necessary changes.
Click Save to apply them.
Deleting a User
If someone no longer needs access to the account:
On the Team page, click the red trashcan icon on the user's profile line.
Confirm by clicking Delete.
Important: Deleting a user removes their access but does not erase any submission history. Any pulls they had access to will remain visible on the Submissions page.