How to manage team members

Managing Team Members is simple. 

  • Click Team Members from the menu on the left, or from the buttons on the dashboard
  • From here you can add / edit / delete team members. 

To Add a Team Member:

  • Click the green Add Member button
  • A window will appear    
    • Enter the users name, email and set role (see role access limits below)
    • Click Add New Member
    • Your team member will receive an email where they set their own password

All team members require a name, individual email address and secure password to gain access to your account. 

There are 3 roles to select: Administrator, Manager or Dashboard Only)

Role Access:

  • Dashboard (Owner, Administrator, Manager, Dashboard Only)
  • System Settings (Owner, Administrator)
  • Waiver Setup (Owner, Administrator, Manager)
  • Integrations (Owner, Administrator, Manager)
  • Email & SMS Setup (Owner, Administrator, Manager)
  • Team Setup (Owner, Administrator)
  • Data Export (Owner, Administrator, Manager)
  • Account Admin (Owner)

Only Managers, Administrators or Account Owners can add / delete team members.

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