Create a role #
Users can either be team members in your account, or members in a membership.
- Go to Contacts.
- Click on Create Contact/User.
- Make sure you click on Create User at the top of the popup.
- For Which site will this user login on? select Current Site.
- For Which system can this user access? select Current System.
- Choose a Role.
Roles control the level of access that your team members have to your platform. It’s a good idea to have different roles—so not everyone has full access.
That’s it! Your team member is now added.
