Adding Team Members
1 min
Created by Giovanni on 4/1/2021 7:13 AM
Updated by Regie on 4/14/2021 12:54 PM

 

Step 1: Click on your profile name and go to “company profile”.



 

Step 2: Click on the “staff” tab then click the “add a staff member” button. 

 

 

Step 3: Simply add their email address then click “continue”.

 

 

Step 4: You can choose the role of that member, either custom role or admin.




Step 5: If you want to customize the role, simply go to the “roles” tab beside “staff” and edit it on whatever role you want to put then click “continue”.

 



 

 

Step 6: Make sure to give them access, whether they can write/edit, read or no access at all to that certain area.



 

Step 7: Once done, the added member will receive a confirmation email then just click “join”.



 

 

Step 8: Fill all the fields required then click the “Activate” button and the member already has access.

 

 

 

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