How to add a team member
The instructions below are for desktops and laptops only.
How to Manage Team Members on Your Dashboard
1. Adding a Team Member
- Go to the Team Page to add new members to your dashboard.
- Enter their details, for example, name (e.g., John Smith), email, and a password.
- Save the password, as it will be required for editing their account later.
- Assign access permissions. For instance, you can limit access to specific sections like Analytics and Chat History.
- Once done, click Add Team Member. The member will now appear on the team list.
2. Editing a Team Member’s Permissions
- If a team member needs more access, click Edit next to their name.
- Adjust permissions as needed. For example, you might allow them to:
- Manage AI by training and editing it.
- Add AI to websites.
- Access Sales Leads (ideal for sales roles).
1. Adding a Team Member
- Go to the Team Page to add new members to your dashboard.
- Enter their details, for example, name (e.g., John Smith), email, and a password.
- Save the password, as it will be required for editing their account later.
- Assign access permissions. For instance, you can limit access to specific sections like Analytics and Chat History.
- Once done, click Add Team Member. The member will now appear on the team list.
2. Editing a Team Member’s Permissions
- If a team member needs more access, click Edit next to their name.
- Adjust permissions as needed. For example, you might allow them to:
- Manage AI by training and editing it.
- Add AI to websites.
- Access Sales Leads (ideal for sales roles).
- Enter their password to confirm changes, then click Update Team Member.
- You’ll see a confirmation message indicating that the updates were successful.