Invite a New User

In this article, we'll show you how to manage your users and their project permissions. These features provide a flexible way to manage users' data access.

Contents

  1. How to add a new team member?
  2. Users structure and management

Only the Account Administrator (account owner) can access the Team settings. If you need to add an additional account owner to your account, the existing owner can request that via the contact support form or by dropping a line at support@voucherify.io.


How to add a new team member?

  1. Go to Team Settings.

  2. Select TEAM and click Invite member.

    Looking for Team Settings

  3. Provide details of the user you want to invite. Submit it by clicking  Invite Member. At this point, you can also choose the projects the invitee should have access to (you can learn how to add projects here) and a particular user role.

    Invite new member

  4. Once the user confirms the activation link, he/she should be able to access the Dashboard. The new user's information will appear in the Team section.

    Activation link sent via email


Users structure and management

Within Team Settings, you can also assign particular roles to your team members and affiliates. Roles control what kind of access to your data a particular user is granted. The roles can be added only by the account owner who doesn't have any limits on an account.

Go here to read more about users' structure and data access.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us