How to Setup your Team & Organization

Team & Organization Setup Overview

The Teams section in LōD allows you to manage your organization’s users, roles, and permissions. Setting up roles and inviting team members ensures that everyone has the right level of access to the platform and specific sub-accounts.

Key Steps Covered in the Video

• Access the Teams Section
  Navigate to Teams in the sidebar. You’ll see two tabs:

  • Members — lists all users in your organization

  • Roles — defines what each user can do in the platform

• Create or Customize Roles

  • Start by creating a new role. LōD provides default options such as Technician, Manager, and Admin.

  • To create a custom role, choose a base role (e.g., Admin) and adjust its permissions as needed.

  • Once configured, name and save the role. It will appear under the Custom Roles section.

  • You can edit an existing role (✏️) to modify permissions or delete it (🗑️) if no longer needed.

• Add New Team Members

  • In the Members tab, click New Member.

  • Enter the user’s name and email, then click Next.

  • Assign them to the appropriate sub-account(s) and select their role (e.g., your custom Admin role).

  • Click Submit to send the invitation.

• Managing Invitations & Members

  • Pending invitations appear with a yellow hourglass icon.

  • Once accepted, the member shows a green checkmark to indicate active access.

  • You can edit members at any time to:

    • Change their name or assigned role

    • Update their sub-account access

    • Suspend access temporarily or remove them entirely from the organization