Video Tutorial
🎥 Watch our Video Tutorial to see the Team Page in action! Learn how to navigate, manage team members, and assign roles effectively.
Features and Tools
1. Team Table
The Team Table provides an overview of all your team members with the following details:
Name: Displays the name of each team member.
Email Address: The registered email address of the member.
Role: Specifies the member’s role (e.g., Admin, Leader).
Status: Shows the member’s current status:
- Invited: The member has been invited but hasn’t accepted yet.
- Active: The member is active and part of the team.Actions:
- Edit: Modify the team member’s details or role.
- Delete: Remove the team member from the team.
🔗 Edit Team Members: Learn how to edit team members, assign them roles, and manage their permissions.
2. Search Option
Above the table, you’ll find a tool to help you manage your team more efficiently:
Search Bar: Quickly locate a team member by typing their name or email address.
3. Invite Team Members
Easily grow your team by using the Invite Team Members button located above the table:
Send an email invitation to new team members.
Assign their role (Admin, Leader) during the invitation process.
4. Role Management
Easily assign or update roles for team members to align with their responsibilities:
Admin: Full access to manage all team settings and oversee operations.
Leader: Limited access to manage specific areas or oversee certain team activities
💡 Tip: Roles can be updated anytime by using the dropdown menu. Simply click on the Role option in the Actions column to select or change a role.
Step-by-Step Guide to Using the Team Page
Step-by-Step Guide to Using the Team Page
1. Navigate to the Team Page:
Access the Team Page from the main CreatorHero dashboard menu.
2. Review the Team Table:
Get a quick overview of all team members, their roles, and statuses.
3. Search or Filter Members:
Use the search bar to find specific team members.
4. Invite New Members:
Click the Invite Team Members button, enter the email address, assign a role, and send the invitation.
5. Edit or Remove Members:
Use the Edit or Delete options in the Actions column to update details or remove users.
FAQs
FAQs
Q1: What happens when I invite a new member?
The invited member will receive an email with instructions to join your team. They’ll appear as Invited until they accept the invitation.
Q2: Can I re-invite someone who didn’t accept the first invitation?
Yes, you can resend the invitation by sending another invite.
Q3: What does “Active” status mean?
Active status indicates the team member has successfully joined and is currently part of your team.
Q4: Can I assign multiple roles to one team member?
No, each team member can only have one role at a time. However, you can update their role at any time by clicking the dropdown in the Actions column to select a new role.
Q5: Is there a limit to how many team members I can invite?
There is no limit to the number of team members you can invite.
Need More Help?
If you have any questions about the Team Page or team management, our support team is ready to assist. Contact us anytime! 😊