Back to Docs

Team Management

On This Page

Inviting Users

To invite new users just head over the Team page in the nav and then click Invite User in the top right corner.

Team is under your company name in the top nav

From there you'll just add the email address of the person you want to invite, assign them a Role (details on Roles are below), and click Send Invite. If you are inviting more than one user we have added a handy Invite More toggle to make it easy.

Just add email


You can set up Google as an SSO provider for Variance. This means in addition to signing in with Google, new users will be able to automatically sign up for your company's Variance account using their Google login.

To set up SSO:

  1. Go to Team > SSO
  2. Hit the enable SSO button. It will enable on whatever domain was used to set up the account initially. (If you need something different, please let us know.)
Setting up SSO is a breeze

Enforced SSO

This is an enterprise feature, if you are looking to add enforced SSO to your account, please reach out.

To Enforce SSO, you first need to enable it, and then you will be either to toggle on enforcement on the Team page.

Just toggle on Restrict login methods

Setting Up Views & Streams for Teammates

As part of the invite flow, you can set up a Stream for a teammate, even including only their accounts using the My Accounts Smart Tag. You can also easily add streams after they're inviting by:

  1. Going to the Team page
  2. Clicking on the user you want to configure a View or Stream for
  3. Click Create

Or you can just watch this video to see how it's done:


We currently support three roles:

  • Members: Basic functionality, ability to create and manage Streams, follow Accounts/Contacts/Event Types, and other core functionality
  • Admin: All Member functionality plus ability to manage Team & Integration settings
  • Owner: All Admin functionality plus ability to make users Owners
Last Updated: 
July 11, 2022