Add a new Team Member (Add User Account)

Add a new Team Member (Add User Account)

This file will guide you through adding a New Team Member to your account. Please note, any field with * is a mandatory field and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see this icon  .

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If the Add New Team Member option is not available under the Setup menu, you do not have permission to access this function in the software, please contact your manager

We have added a checklist on the right hand side of the each page in the software which will show the mandatory fields that need to be completed.

Adding a New Team Member

  • Click on the Settings Cog in the top right of your database to open the Setup menu
  • Click on Team Members (under the Company heading)
  • Click on the Add Team Member button on the right side of the page

  • Fill in all required details (Use the tabs on the left to view and complete additional details such as adding the Team Members profile/bio and profile photo)
  • Once you have completed all the required fields, click the Save Member button on the right

InfoTo add the new Team Member's profile to your website, following this guide: Add a Team Member to your Website
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If the User Limit is full then you will need agree to increase User Count to add your new team member.
  1. If your user limit is full, once you click on Add team member, the following pop-up will show
  1. Enter in the number of extra users you want added to your account, the additional monthly charge for the added users will then show.
  1. Tick the checkbox to accept the monthly charge and then click "Purchase Additional Users"
  2. The system will then add the extra users to your account and accounts is notified to adjust your billing