Add & Edit Member
Bring someone onto the team with the right role from day one.
Overview
A member record carries their identity, their designation, the department they sit in, and the role that decides what they can do. Get the role right and permissions look after themselves.
Step-by-Step Guide
- Open Team and choose Add Member.
- Enter their name and email.
- Set the designation — their job title.
- Pick the category or department they belong to.
- Assign a role, which sets their permissions.
- Save, then send the welcome email so they can set a password.
Fields on the Record
Name & email
Their login identity
Designation
Job title, shown across the workspace
Category / department
Feeds access scope and reporting
Role
The permission set they inherit
Route:
/team/create
Common Issues
New member cannot log in? The welcome email sets their password — resend it from their member page.