Add A Team Member To Your Business Account

By Scott.Brownlee

updated 9 days ago

To add a new team member to your business plan, you can do so from the YOUR ACCOUNT menu.

Tap the YOUR ACCOUNT menu in the left hand column of your business account dashboard.

Scroll down to the TEAM ACCOUNTS section.

(if you have any existing team accounts, they will appear here below the add fields.)

Enter the following information:

Team Member Name

Email Address of Team Member

Temporary Password

Then tap the ADD button.

The new team account will now appear in your account.

Setting up Team Member Variables

Go back to your Business Account Dashboard.

In the top of the left hand column of your dashboard, you will  see your email address in a pulldown menu.

Tap on the pulldown menu and select the newly created team member account.

You will now be inside the team member's newly created account.

Select the variable settings menu.

Enter in as much information as possible about the new team member (contact information and any logo that they use).

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