How to Add Team Members

Step 1 - Go to the Team section on the left side menu 

Step 2 - Review the chart labeled 'Roles & Permissions' at the bottom of the page

• Different roles allow for different permissions and account access
• A role is required when adding a team member in the next step 

Step 3 - Add team account manager

• Click the ‘+’ icon to create a new Account Manager
• Enter the required fields 
• Select 'Create Account Manager' 

Step 4 - Confirm new account

• The email address associated with the new team member will receive an automated email prompting them to confirm their account
• Click the 'Confirm my Account' button
• In the window labeled 'Request Confirmation' enter your email address
• Click the 'Send Confirmation Instructions' button

Step 5 - Set Notification Preferences Per User

• Click on the name of the person you just created
• Click 'Edit Notifications' 

• Turn on notifications by sliding button to blue. Users can receive notifications via SMS, email, or push (if app is downloaded on their phone).