Adding and Editing Members in Teams

From the main page, you will see an overview of the households and the members using the software. To add a new member, the first step is to add a team.

0:11 Each member is associated with the team.

0:14 So to add a new team, click in the far right corner, add the team name.

0:22 And from here, you can add members. But first, we create the team name. And then the second step is to go add the member.

0:32 The team should be created first. So you'll see when we start to add a member

0:41 first we create their role and then pick from the product or the license. If you have a number of them you would differentiate there and then select the

0:50 steam that you created. So, it's important to add the team first and then add the user and send the invite. You

0:57 can do multiple or add multiple users in one setting from here. If you have a member who you are adding in the team

1:06 already exists, you can simply go to add member first and do so from this screen.

1:13 You could also have someone who is a member of multiple teams and select multiple teams from there.