Adding Members to Your Workspace: A Guide
Welcome to the team! Adding members to your workspace is a straightforward process that allows you to define roles and responsibilities. Follow the steps below to invite new members with specific roles:
1. Navigate to the Members Page:
- Go to the “Members” section of your workspace.
2. Add a New Member:
- Click on the “Add Member” button to initiate the process.
3. Fill in Member Details:
- Provide the necessary details for the new member, including their email, and desired role.
4. Select Member Role:
- Choose the appropriate role for the new member from the following options:
- Team-Admin: Has full access to all workspace features, including payment functionalities.
- Manager: Similar to Team-Admin but without payment capabilities.
- Member: Limited access within the specific workspace.
- Client: Can only view campaign details within the workspace.
5. Send Invitation:
- Once details and roles are set, send the invitation to the new member.
Role-Specific Capabilities:
- Team-Admin:
- Full access to payment functionalities.
- Unrestricted access to all features within the workspace.
- Manager:
- Similar to Team-Admin but without payment capabilities.
- Full access to all other workspace features.
- Member:
- Limited access within the specific workspace.
- Cannot perform payment-related tasks.
- Client:
- Restricted to viewing campaign details within the workspace.
- No access to other workspace features.
Additional Tips:
- Communicate roles and responsibilities clearly to ensure effective collaboration.
- Regularly review and update member roles based on changing needs.
That’s it! You’ve successfully added a new member to your workspace with defined roles and access levels.
Happy Collaborating!
