Adding & Managing Teammates

Distribute your workload by adding your teammates & assign them to their respective areas.

As an account owner you can easily add your Teammates, assign them respective modules & distribute your workload.

Follow these steps to add a Teammate:

On your Configure Tab, click on the Teammates card. The following window will open :

Click on the Add Teammate button.
Fill out the all the fields as per below instructions:

  1. Email Address - input Teammate's email address.
  2. Account Name - assign any username to that Teammate.
  3. Password - assign any password, Teammate can change it manually after it login.
  4. Select role as required. ( Note :- Selecting as Account Manager will give sub-user access to all the areas of your account )

You can see the newly created teammate as shown below.

Clicking on delete icon will delete that teammate permanently.

Now you are all set & done !

Add multiple teammates by following the above instructions.

If you're still facing any issues, then you can contact us through the support section, & we'd be more than happy to assist you with it.

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