How to Add Members to My Account?
To add others as Members and set their Permissions, you need to:
Click on Settings -> Members -> Add Members
Add the new member's Name, Email, and Permission.
They can be a Viewer, Editor, or Admin.
Viewer: Can access pages and view information.
Editor: Can access settings and administrative pages.
Admin: Can access all pages and perform all actions.
For the person who invited the new member, the invite will show as Pending until the new member accepts:
The invited person will receive an email requesting confirmation, as shown below:
When they click "Accept Invitation," the new member will be directed to the VTurb dashboard.
In the Dashboard, the status will change from "Pending" to "Active".
That's it! The new member is now added to your account!
Important: If you want to edit the permission granted to an invited member, resend the invitation, or remove the team member, just click the three dots next to the invited member's email, as shown in the image below:
Click on Settings -> Members -> Add Members
Add the new member's Name, Email, and Permission.
They can be a Viewer, Editor, or Admin.
Viewer: Can access pages and view information.
Editor: Can access settings and administrative pages.
Admin: Can access all pages and perform all actions.
For the person who invited the new member, the invite will show as Pending until the new member accepts:
The invited person will receive an email requesting confirmation, as shown below:
When they click "Accept Invitation," the new member will be directed to the VTurb dashboard.
In the Dashboard, the status will change from "Pending" to "Active".
That's it! The new member is now added to your account!
Important: If you want to edit the permission granted to an invited member, resend the invitation, or remove the team member, just click the three dots next to the invited member's email, as shown in the image below:
Updated on: 05/27/2024
Thank you!