How to add team members?
Adding New Team Members in EQUP: A Step-by-Step Guide
Sam
Last Update 2 years ago
Adding team members is an essential aspect of managing your EQUP account. This allows you to grant access to your account to other members of your team, and delegate tasks and responsibilities.
To add a team member, you need to follow these steps:
- Log in to your EQUP account and navigate to the "Settings" section.
- From the left sidebar navigate to the "Team Member" section, and click on the "Add Team Member" button.
- Fill in the form with the new team member's name, email address, phone, and role. You can assign the role as Admin, Sales Team, or Executive. Or you can also create a new role from "Roles and Permissions".
- Click on "Invite User" and the new team member will receive an email inviting them to join your EQUP account.
- Once the invitation is accepted the new team member will be able to log in and start using EQUP with the permissions you have set. It's a simple process that can help you expand your team's capabilities and achieve more.
How to Assign Custom Permissions to a Team Member
In EQUP, you have the ability to assign custom permissions to each of your team members. This allows you to control their access to various areas of the system.
To set custom permissions, follow these steps:
- Go to the "Team Members" section in EQUP
- Find the team member you want to assign permissions to and click on "View Details"
- Navigate to the "Permissions" tab
- Check or uncheck the permissions you wish to assign to this team member
- Click "Save" to confirm the changes.
Now, the team member will only have access to the areas you have selected.