Skip to main content

​
Adding new team members

Only Concord administrators can add new team members to your workspace. To invite someone new:
  1. Contact your account manager
  2. Provide the new member’s email address
  3. Specify their desired role level
  4. They’ll receive an invitation to join your workspace

​
Removing team members

Team member removal is also handled by your account manager:
1

Identify member to remove

Note the email address of the team member who should lose access.
2

Contact account manager

Reach out to your Concord account manager with the removal request.
3

Confirm removal

Your account manager will remove their access and confirm the change.

​
Role changes

To modify someone’s role level (promote to Admin, change Trader to Viewer, etc.):
  1. Contact your account manager
  2. Specify the team member’s email
  3. Request the new role level
  4. Changes take effect immediately once processed
Communication with account manager:
  • Keep your account manager updated on team changes
  • Batch multiple team updates in a single request when possible
  • Provide clear context for role level decisions
Team member changes (additions, removals, role modifications) are processed by Concord administrators, not through the platform interface. Contact your account manager for all team access requests.