Adding Staff Members
Once you have set up your team, you can add staff members by following the steps below:
- Navigate to 'Members'.
- Select the 'Staff' tab up the top of the screen.
- Select the '+' symbol in the top right hand corner of the page.
- You can invite staff by either email or sending them a join code (steps outlined for each below).
Email:
- Enter in the email address of the staff member you wish to invite.
- Select the role of the staff member (either Admin or Viewer).
- Select 'Send' in the top right hand corner of the dialogue box.
- The invite will be listed as 'Pending' until the user has accepted it.
- If you wish to make changes, you can click on the pending invite and either resend or delete the invite.
Send join code:
- 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.
- Toggle the 'Enable Team Join Code' to activate.
- 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.
- If you toggle 'Enable Team Join Code' off, you will be able to select the Default Role to either 'Viewer' or 'Admin'.
- Once finalised, select 'Save' in the top right hand corner of the page.
- A Team Join Code will be provided, with the option to share it.
- Select the share button next to the code and choose the method of sharing you wish to use (e.g. AirDrop, Message, Email).
- Enter in the user's credentials and the Join Team Code will be sent for the user to enter when joining a team.