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Adding A Team Member
There are two types of team members.
- Admin – can perform any tasks on the platform including profile changes, billing changes, etc.
- Planner – This person can view all areas of the platform but can not perform any tasks other than in the planner view. They will be able to view, edit and export the Plan.
To add a team member, click on Team from the left hand menu. Once on the team page, simply enter their name, email address and their role. The team member will receive an email with login information.