How to create a new Team Member Print

  • Team Members
  • 0

Let's create a Team Member account for your Website Designer as an example.

  1. Click the New Team Member button.
  2. Complete the form.
    Team Member details tab
  3. Feel free to upload a Profile picture (optional).
  4. Social Links are currently optional as well.
  5. Click the Roles tab and check the option for Agency Web Designer.
    Team Member Roles
  6. This will give your Team Member the privileges they need to access the Websites Section. Visit our Roles & Users documentation to learn more about the default permissions available for Team Members.
  7. Click the Human Resources tab. This is an optional setting that will allow you to set the hourly cost of your employees. This is a great feature for keeping track of your profit margins for Website Projects. (Visit our Websites documentation to learn more about Project Management.)
    Team Members Human Resource tab
  8. Click the Save button when you have finished.
  9. You can visit the Team Members section at anytime to edit the profiles of your employees, send password reset requests, and more

 


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