🔓 Permissions required
super admin
Reading time | 5min |
Setup length | 2min per collaborateur |
Steps | 1 |
⚠️ It is essential that the super admin invites his collaborators from his platform account. If they try to create their account themselves, they will not be linked to the agency's account.
I/ From settings
Click on your first name at the top right > collaborators, then on + collaborator.
Fill in the information:
First and last name
Email
Team (in the case of several entities)
Team permissions
Project permissions
Assigned projects
Super admin or not
Click Send Invitation. Your collaborator will receive the invitation link in his mailbox.
II/ From employee files
Go to Collaborators > collaborator > do + collaborator
Fill in the information on his file and save.
Once the card has been created, click on it, and click on Send the invitation by email. Your collaborator will receive the invitation link in his mailbox.
There you go 🎉 you have invited your collaborators on the platform.