A detailed guide to adding and managing team members, including adjusting permissions and troubleshooting login issues.

‍Adding Team Members

1. Navigate to the Team Dashboard from the left-hand menu.
2. Click Add Team Member.
3. Input the required details, including roles and permissions.
4. Click Submit to finalise.

✅ Tip: Multiple team members or support recipients can be added in a single session using the + button next to the creation form.

1. Complete the details for the first record.
2. Click the + button to add another blank form.
3. Repeat the process for as many records as required.
4. Click the delete icon to remove any added record before submitting.
5. Click Save once all records have been entered.

This feature is particularly useful when onboarding multiple team members or adding several support recipients at the same time, reducing the need to repeatedly open and close the creation form.

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Adjusting Permissions

1. Select a team member from the list.
2. Click Team Member Details and then Edit.
3. Update roles or permissions as necessary.
4. Save changes by clicking Save.

Troubleshooting Login Issues

• If a team member hasn’t received the activation email:
  1. Go to the login page and click Forgot Password.
  2. Enter their registered email and follow the reset instructions.

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