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Add a team member
Set a person’s details, role and limits before granting access.
Before you start
- Be the account owner or a Manager with access to the Team page.
Step by step
Open Team > Members and click Add Member.
Enter a name. Provide an email if the person will sign in; phone and job title help identify the member.
Choose a role and avatar color. Review Allowed pages and Allowed numbers.
If a login is needed, enter a password of at least six characters in Panel access.
Save and check the new row. Reopen the record to verify the selected pages and numbers.
Check your result
The member appears with the saved settings.
What you need to know
- The plan may limit the number of team members.
- A member record without a login password can be used for assignments; it is not a ready-to-use login.
- Before saving, use Cancel or close the window to discard the draft. After saving, reopen the record: some failures involving member details, pages or numbers are not clearly shown by the form.