Add New Team Members - Manual Entry (single)

It is easy to add Team Members to your EziSay account, whether it be 1 or 1000! A Team Member can either be added individually, or you can use the "Import from Excel" function to upload as many team members as you like in a few simple steps.

This article explains how you can add a new Team Member individually.

Please note that you will need to have Admin rights to perform the below actions. If you do not have Admin rights, you will need to contact the relevant person in your company.

 

To add one Team Member, click through to the Team Menu (refer article Accessing Teams), then click on “+Add Member” at the top of the screen.

On the next page, you will see a number of fields to be completed.

Select type: Choose the role of this team member, either Guest or Manager (refer to Appendix A if you would like further information on roles)

Name: include both first and surnames

Email: a valid email address must be used, a team member will use this to sign in to EziSay

Territory Manager: this option will only be available if the Team Member type selected is “Manager”. Again, refer to Appendix A for more information on roles.

Can Download Reports: select whether you wish this user to be able to download dashboard results

Events/People/Products/Stores: select the objects you wish this user to be able to view and access results for.

 

Click on “Save” at the bottom of the page.

 

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