Steps For How To Create Profiles and Add Members
Step 1: Access the Settings
Go to the vertical menu on your dashboard and click on Settings.
Step 2: Navigate to Team Profiles
Scroll down and select the Team option to go to the Team Dashboard. Then navigate to the Team Profiles tab.
Step 3: Create a New Profile
Click on the Add Profile button. A drop-down labeled Select Business will appear. Choose the business where you want to create the profile.
Step 4: Name the Profile
In the Enter Profile Name box, type the name of the profile (e.g., Graphic Designer).
Step 5: Assign Permissions
Grant permissions based on the role’s responsibilities. For this example, assign access to:
- Page Website
- Builder
- Video
- My Drive
You can customize permissions according to the specific needs of the role.
Step 6: Save the Profile
Click Save to finalize the profile creation.
Step 7: Add a New Team Member
Switch to the Team Members tab and click on the New Member button.
Step 8: Upload a Profile Picture
Click on the Upload button to add a profile picture.
Step 9: Fill in the Team Member’s Details
Enter the member’s Full Name, Email Address, and Mobile Number.
Step 10: Select the Profile for the Team Member
Scroll down to the Choose Profile drop-down menu and select the appropriate profile for the team member.
Step 11: Save the Team Member
Click Save to complete the process of adding the team member.
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