A team member is someone within your company or organization who needs access to manage or work within your portal. Only Portal Owners can add new team members.
Adding a Team Member
Navigate to Accounts & Settings from the bottom of the sidebar.
Select the Team sub-tab.
Click Add Team Member in the upper-right corner.
Enter the required information for the new team member:
First name
Last Name
Email Address
Phone number
Save to create their account.
Note: If you do not have a valid phone number for a staff member, any 11-digit number can be used.
After clicking, you must fill out the necessary information for your team member (first name, last name, email address, phone number) to create their account.
(please note, if you do not have a valid phone number for your staff member, any 11-digit number will work)
Managing Roles and Permissions
Each team member can be assigned a role with different levels of access.
To update a user’s permissions:
Click Edit next to their name.
Select the appropriate role in the pop-up window.
Update Roles & Permissions
You can chose which role and permissions team members have to determine their visibility. Learn how to make these updates in this article.
You can also review our walkthrough video for a step-by-step demonstration.
To learn how to add external users, see the article on adding partners to your portal.