Add Team Members

The Add Team Members feature allows you to invite new users to your Upvio account and assign the appropriate roles. This ensures your team can collaborate efficiently while keeping your data secure.

Steps to Add Team Members

1. Go to the Team Section

   • Navigate to the Users or Team tab in your dashboard.

2. Invite a New Member

   • Click Invite Member.

   • Enter the user’s email address.

3. Assign a Role

   • Choose one of the following roles:

     • View Only: Can view information but cannot make changes.

     • Edit: Can update and manage content.

     • Admin: Full access, including managing other users and permissions.

4. Send Invitation

   • Click Send Invite. The user will receive an email to join your account.

5. Manage Existing Users

   • Select an existing team member to update their role or revoke access as needed.