How to add a new team member?

Modified on Mon, 2 Jan, 2023 at 9:50 AM

Video Tutorial on how to add a new team member




Adding team members

Click on  in the top right corner of the screen > on the “Active Team List” click on > Under the users list tab, Click on  to get the dialog box to add the details of the user.

  • User's Name: Enter the name of the user to be added
  • Email: Enter the Email ID of the user to be added
  • Phone: Enter the contact number of the user to be added
  • Designation: Enter the designation of the user to be added
  • Select Teams: Select the team to which the said user is to be added (it will be already mentioned) 
  • Timezone: Select the applicable timezone for the user
  • Access Control: Set the access to be allowed to the user

After filling the required fields, click on  to save the user.

Editing the added user

Editing User details > Click on   icon on the right corner > Make the changes in the necessary fields> Click on.

 

Activating/Deactivating added users:

To deactivate any active user click on > and then click on

To activate any deactivited user click on > and then click on

 

 

Adding Existing User

 

To add any other user from a different group, click on button to view all other users already added from a different group > Select the user to be added > Click on to save changes.


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