How to Manage Teams: Create Profiles and Add Members

Created by Abhinav Gaur, Modified on Thu, 26 Jun at 8:00 PM by Abhinav Gaur

 

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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