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Add a new team member

M
Written by Mikalai Sushko
Updated over 11 months ago

If you are the admin of a DealSignal account you could invite more users to your team regarding to your plan.

How to add a new team member (user)

  1. Go to the Settings page from the main menu.

  2. Navigate to the Team tab.

  3. Click on the Add Team Member button.

  4. Fill required fields in the opened popup:

    1. Role β€” the user permission that you will assign to the user: User or Admin. On top of features available to the simple users, admins could manage subscriptions and users in the team

    2. First Name

    3. Last Name

    4. Business Email

    5. Position β€” official Job Title of added user

  5. Click the Add User button to add a user.

  6. After filling in the details, the new team member will be added, and you will see a success message confirming the user was invited successfully. The user will receive a special invitation email and they will need to activate their account by following email instructions.

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