Steps to add team members

In this quick tutorial, we will explain how to add new team members to your Linbis account. Team members are employees, co-workers or any other person that belong to your organization that will have active role on either: administration, operations, data entry, data maintenance, data analysis, quality assurance, customer service, accounting or reporting.

There are several roles that can be assigned to each team member depending on their responsibilities.

1-  Go to the Maintenance session.

 

2-  Click on Users.

 

2-  Click on New Internal User

 

3-  Enter all the team member information, assign a role and click save. The newly added team member will receive an email with instructions to login.

 

Congratulations!!! You have successfully invited a new team member to your organization.