Managing Team Members
Creating a team allows you to share documents and templates between members, making it easier for your team to efficiently send out documents. Team Administrators and Billing Administrators can add team members. This help tutorial will help admins manage their team by adding, removing, and editing team users when needed.
Increasing the Maximum Number of Team Members
Before adding a team member, the Billing Administrator will need to add a team slot to your account. You can do this in your account, by going to My Account in the top right and selecting the Manage Plan option. Alternatively, you can use the Upgrade button you see in the Navigator bar on the left from the Dashboard.
Once you’re on the upgrade page, select either the Pro or Business Plan (select the one you’re currently on if you’re already on either of these) and change the number of users to the appropriate number of team members you wish to add. Enter your credit card info if it’s not already in your account and upgrade your account.
Adding Team Members
After the plan is upgraded to accommodate more team members, click on the Team option from the Navigator bar. On the Team page, click the Add New option. This step must be done by the Team Administrators or Billing Administrators.
In the new window after clicking Add New, you’ll be prompted to enter the Email Address and Role of the new team member. You can get more details about team account roles and permissions here. When you’ve entered the information, click OK. You’ll then be asked to enter the team member’s first and last name.
An account and temporary password will be sent via email to the person you invite. If they already have an account, they’ll receive an invitation via email, and will join the team after they accept it.
Removing Team Members
Team and Billing Administrators can remove members from a team. In the Team menu, select a team member and click Delete.
Simply confirm that you wish to remove the team member from your team.
All the removed team member’s documents and files will be transferred to the Billing Administrator’s account in a folder in their Documents page.
Editing Team Members
You can also edit the roles of team members if necessary. You can give a user Team Admin capabilities. Go to the Team page and select a team member. Click the Edit option and in the window, use the drop-down menu next to Role to edit their account access.
If you want to transfer accounts to a different user, you will need to ask the user in question to log in and change their Account Name and Email from the Profile Settings. The new user can reset the password and have full access to the old account.
Please note: Teams are only available on Pro and Business plans