A new member joins your team? When you are Admin of your team, you can easily add a new user to the Dashboard.
First, go to the 'App settings' section.
To invite a new person, go to 'Manage access'.
Click on '+ Add a new user'
Then, enter person's name and email, and define his role:
Administrator: Can view, modify all settings, and activate elements.
Editor: Can view and modify certain settings (texts, conditions, scenario actions) – cannot activate elements.
Guest: Can view only – cannot activate elements
When you 'Send invite', the person will receive an invitation email to join your team.
As long as the person has not activated the account, the status of the user's account will be 'Inactive'.
If you have a problem with the email, click on 'Resend invitation' to restart the invitation process.
Once the account is activated, the user will have an 'activated' status on the dashboard.
If you have any questions, please contact us on Intercom!