🧑🤝🧑Add Team Members
Last updated
Last updated
Access Team Management:
Begin by locating the profile icon, typically situated on the right-hand side of the screen on your platform's dashboard or main interface.
Click on the profile icon to reveal a dropdown menu. From the options presented, select "Manage Team." This action will navigate you to the team management area, where you can view existing team members and make adjustments to your team settings.
Initiate Addition of New Team Member:
Within the team management section, look for a button labeled "+ Add Team Member" and click on it. This action opens a form or dialogue box designed to gather information about the new team member you wish to add.
Input Team Member's Email Address:
In the provided field within the form, enter the email address of the individual you are adding to your team. Ensure the email address is accurate to prevent any issues with the invitation process. The email address will be used to send an invitation to the individual, allowing them to join your team on the platform.
Choose Team Member Role:
Next, you will need to assign a role to the new team member. The options typically include "member" and "admin."
Member: Select this role if the individual requires standard access to the platform's features, suitable for general team members without the need for administrative privileges.
Admin: Choose this role if the individual needs administrative access, allowing them to manage team settings, add or remove team members, and have other elevated permissions.
Finalize the Addition:
After filling out the email address and selecting the appropriate role, proceed to complete the process by clicking the send invitation button.
The platform will then send an invitation to the provided email address, guiding the invitee through the steps to join your team.
