This article is in the Control section of the App.
In order to set-up team members within your organisation go to the Control zone and click on Team in the left sidebar underneath the heading Company.
You will see a list of your current team members, whether they have admin access or not, and what their user email is. To make a new team member click on
You will then be taken to the creation page where you should enter in all the team members information. It is important that you do this correctly as it is what will be displayed on proposals.
You will have the option to select whether the team member is an admin or not.
An admin will have access to the Control page, a non-admin will not. See our Roles Article for more details on what each user will see within the App.
From here you can also choose when you would like to receive email notifications. This refers to notifications for when a customer has opened and viewed an interactive proposal that you have sent them.
Once you have filled in the details and you press , an email will be sent out to the email address that was provided for the team member.
You will be then taken back to the full list of all your team members where you have information on who is and who is not an admin.
From here you will also be able to create new team members and edit existing ones.