Operations · Lesson 37 · 1 min 17 s
Team members
Add a person, give them a role and their sites, and share their login details safely.
What's in this video
- Everyone who uses your system needs their own login. You add them in the Governance workspace, under Team members.
- Here's everyone in the company, with their role and site. To add someone, fill in their first and last name, and their work email.
- Choose their role. Priya is our new site supervisor. If they look after particular sites, type them here. That's what In my sites uses. Then click Create account.
- The account is made, with a password created for them. It's only shown this once, so click Copy login details, and send them to Priya. She can change her password after signing in.
- Priya now appears in the list. You can change anyone's role or site right here, and it applies straight away.
- If someone forgets their password, click Reset password to make them a new one. And when someone leaves, Delete removes their access. Their past work stays in the history.
- In the last video, we'll go through everything else in the Governance workspace.
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