The users and teams page lets admins manage who has access to your firm’s Slant account, which books they can see, and how users are organized into teams.Documentation Index
Fetch the complete documentation index at: https://docs.slant.app/llms.txt
Use this file to discover all available pages before exploring further.
Only admins can invite members, change roles, manage book access, and create teams.
Active users
The users table shows every active member in your company with their name, email, role, and book access.What you see depends on your role. Admins see every user in the company and every book each user has access to. Non-admins only see users they share at least one book with, and the Books column only lists books they share with that user. You always see yourself.
Auth method and 2FA
Admins see two extra columns for every user:- Auth method — how the user signs in. Shows Google or Microsoft (with the provider’s icon) for users signed in with those identity providers, or Password for users with email and password sign-in. A dash (-) means Slant could not determine the sign-in method.
- 2FA? — whether the user has two-factor authentication enabled on their account. Shows a Yes or No badge, or a dash (-) if the status is unavailable.
Change a user’s role
Each user has a role of either Admin or Member. Admins can manage users, teams, invitations, and company-level settings. Members can only manage their own profile and notification preferences. To change a user’s role, click the role dropdown in the Status column and select Admin or Member.Manage book access
Each user’s books appear as badges in the Books column. To remove a user from a book, click the on the book badge and confirm. To add a user to a book, click Add to book at the top of the page, then select the user and the books to grant access to.You cannot remove a user from a book they own (their principal book).
Invite a team member
Configure book access
Toggle Create own book if the new member should have their own book. Use Grant access to books to select existing books they should have access to.
Manage pending invitations
Pending invitations appear in the users table with a Pending badge next to the email. For each pending invitation you can:- Copy the invitation link — click the button to copy the sign-up link to your clipboard
- Resend the invitation — click Resend to send another email
- Revoke the invitation — click Revoke to cancel the invitation entirely
Teams
Teams let you group users together so you can assign tasks to an entire team at once.Create a team
Edit a team
- Rename — click the team name, type the new name, and press Enter
- Change color — click the color circle and pick a new color
- Add or remove members — click the members button, adjust the selection, and click Save
Delete a team
Click the button next to a team and confirm. Tasks previously assigned to the team will no longer show the team name, but individual collaborators on those tasks remain.FAQ
Can non-admin users see the users and teams page?
Can non-admin users see the users and teams page?
Yes, but with limited access. Non-admin users can see the list of users and their book access but cannot invite members, change roles, manage book access, or create teams.
What happens when I revoke an invitation?
What happens when I revoke an invitation?
The invitation link becomes invalid and the pending entry is removed from the table. The invited person can no longer use the link to join.
Can I assign tasks to a team?
Can I assign tasks to a team?
Yes. When assigning a task, you can select a team instead of an individual. All team members become collaborators on the task.
Next steps
Profile
Update your personal information and preferences.
Tasks
Learn how to create and manage tasks for your team.