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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.
Only admins can invite members, change roles, manage book access, and create teams.
To manage users and teams, go to Settings → Users and teams.

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Active users

The users table shows every active member in your company with their name, email, role, and book access.

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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.
You cannot remove admin access from the last remaining admin.

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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).

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Invite a team member

1

Click Invite member

2

Enter the new member's details

Fill in their Email, First name, and Last name.
3

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.
4

Click Send invitation

The invitation is sent by email. The new member appears in the table with a Pending badge until they accept.

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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

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Teams

Teams let you group users together so you can assign tasks to an entire team at once.

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Create a team

1

Click New team

A new row appears at the top of the teams list.
2

Enter a team name

3

Choose a color

Click the color circle to pick a team color from the palette.
4

Add members

Click the members button and select users from the list.
5

Save the team

Click the checkmark or press Enter to create the team.

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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

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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.

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FAQ

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.
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.
Yes. When assigning a task, you can select a team instead of an individual. All team members become collaborators on the task.

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Next steps

Profile

Update your personal information and preferences.

Tasks

Learn how to create and manage tasks for your team.