Having finished the previous step we now have an account that is generally ready for usage. Now we will start describing its features in more detail. Here we are going to describe how to add new members to your Team.
Please note that this step is optional. You might want to add more members to your Team should you require this, but you can also work with the platform without any additional team members.
If you would like to test out the product by yourself, it is safe to skip this part. In this case, we recommend reading the next article which describes the main account features. Step 4. Admin Account Overview
Open the homepage of your User Portal (https://electroneek.com/account/home).
In the Home screen, select the Team card or click the Team option in the navigation menu.
'Teams' menu in your personal account
The Team screen opens. On the top part, you can see tabs with all the products and the invited team members.
Users menu overview
Adding new team members
To add more users, choose the ‘All users’ tab and click the ‘Invite New User(s)’ button. In the opened menu you will be able to set their role (Member or Admin) and send them email invitations.
What do Member and Admin roles imply?
- Members do not have any special permissions in the team but they can be added to any product.
- Admins can manage users within the team and in the products. They can add users, delete them, and more.
This menu lets you send invitations and set the roles of the users
It is also possible to search the invited members by name, email, role, and products available to them. Click this button to do this.
Search members button
Additionally, you can change their roles by clicking this icon.
Change users' roles using this option
Granting permissions for specific products
Then you can assign the desired users to Studio Pro or Orchestrator SaaS programs. For example, click the 'Studio Pro' tab and then click the 'Add users' button. You will be able to choose the users from the list.
Here we can see that this user was given permission to work with Studio
Now that you have added more users and given them permission to use the required products, they will be able to start working with them.
Be sure to check the next article. It is an overview of the main account features. Step 4. Admin Account Overview