Add and Edit a Remote Member

Add a remote member with their role, department and status, and keep their details up to date.

Overview

This guide covers adding and editing a remote member and what each account status means.

Who Can Access

Team members need Create Remote Members to add and Edit Remote Members to edit.

Before You Start

• Create at least one remote role in Settings → Remote Roles.
• Create at least one Remote Status in Settings → Remote Statuses. It’s required and no statuses are set up for you.
• Your plan sets how many remote members you can have.

Step-by-Step Guide

1. Click Add Member

   On Remote Members, click Add Member.

2. Fill in Basic Info

   Enter first name, last name, email and a password of 8–72 characters. A photo and the contact, employment, personal, address, education and bank sections are optional.

3. Set Role & access

   Choose Status, Permission role, Department, Designation and Remote Status. All five are required. The box under them shows how many permissions the role gives.

   

4. Send a welcome email

   Tick Send welcome email to new remote member to email them a link to set their password. You can add your own message. With this ticked, the password is optional.

   

5. Save

   Click Add member. They get an email to confirm their address and can sign in after that.

Account Status

Only Active members can be given work on the Assign Task board.

Edit a Member

• Click Edit in the member menu, change the details and click Save Changes.
• A new email address only takes effect after they confirm it from their current inbox.
• A password you type only takes effect after they confirm it by email. You can also send a reset link instead.
• Personal details are hidden from people without View Team Member Personal Details.

Frequently Asked Questions