How to add a new team member to All Forward Platform
Great! You're looking to onboard another team member to All Forward.
You have two methods to invite them:
Via Settings
Click on your company logo located at the top right corner of the screen.
From the dropdown, choose Settings.
Navigate to the Team members Tab on the left pane.
Click Add a team member
In the pop-up window:
- Optionally, upload a photo by clicking the face icon.
- Fill in the required fields: Full Name, Email, and Role.
Note that the Role can be either an Admin or Operator. An admin can add, approve and delete team members while operators can not.
- Click Add.
Upon successful addition, the new team member will receive an email invitation with login details.
Via Company Profile
Click on your company logo located at the top right corner of the screen.
From the dropdown, select Company Profile.
Scroll until you find the Team section on the left. Click Edit.
In the pop-up window:
- Optionally, upload a photo by clicking the face icon.
- Fill in the required fields: Full Name, Email, and Role.
- Click Add.
Upon successful addition, the new team member will receive an email invitation with login details.
You have two methods to invite them:
Via Settings
Click on your company logo located at the top right corner of the screen.
From the dropdown, choose Settings.
Navigate to the Team members Tab on the left pane.
Click Add a team member
In the pop-up window:
- Optionally, upload a photo by clicking the face icon.
- Fill in the required fields: Full Name, Email, and Role.
Note that the Role can be either an Admin or Operator. An admin can add, approve and delete team members while operators can not.
- Click Add.
Upon successful addition, the new team member will receive an email invitation with login details.
Via Company Profile
Click on your company logo located at the top right corner of the screen.
From the dropdown, select Company Profile.
Scroll until you find the Team section on the left. Click Edit.
In the pop-up window:
- Optionally, upload a photo by clicking the face icon.
- Fill in the required fields: Full Name, Email, and Role.
- Click Add.
Upon successful addition, the new team member will receive an email invitation with login details.
Updated on: 12/10/2023
Thank you!