Adding Staff Members

Once you have set up your team, you can add staff members by following the steps below:

  1. Navigate to 'Members'.
  2. Select the 'Staff' tab up the top of the screen.
  3. Select the '+' symbol in the top right hand corner of the page.
  4. You can invite staff by either email or sending them a join code (steps outlined for each below).

Email:

  1. Enter in the email address of the staff member you wish to invite.
  2. Select the role of the staff member (either Admin or Viewer).

  1. Select 'Send' in the top right hand corner of the dialogue box.
  2. The invite will be listed as 'Pending' until the user has accepted it.

  1. If you wish to make changes, you can click on the pending invite and either resend or delete the invite.

Send join code:

  1. If you have not enabled Team Join Code when setting up your team, you will receive a message advising your team join code is disabled. You will then be redirected to enable it. Select 'Go to Settings' to enable this feature.

  1. Toggle the 'Enable Team Join Code' to activate.

  1. Once the 'Enable Team Join Code' has been activated, a second option of 'Require Approval To Join' will appear. Toggle to on or off as required.

  1. If you toggle 'Enable Team Join Code' off, you will be able to select the Default Role to either 'Viewer' or 'Admin'.

  1. Once finalised, select 'Save' in the top right hand corner of the page.
  2. A Team Join Code will be provided, with the option to share it.
  3. Select the share button next to the code and choose the method of sharing you wish to use (e.g. AirDrop, Message, Email).
  4. Enter in the user's credentials and the Join Team Code will be sent for the user to enter when joining a team.
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