Once you log in to your Snapdocs account, you'll want to set up accounts for your coworkers or employees to use the platform. Adding team members can only be done by someone with admin permissions. A team member with scheduler permissions, does not have this level of access.
To add a team member:
1. Go to Admin and select Company Settings.
2. Select Team then select add team member.
3. Choose a role for the team member. Fill in the team member's details and then select the Add team member button. If you need to change the team member’s information after their account is created, select the pencil icon next to the team member's name. There is an option to change the information on the window that opens.
Tip: Make sure you leave the checkbox selected for Email login information to this user so they know that they have an account. If this box is accidentally unselected, they can still set up their account by resetting their password.
Note: If the person you are setting up is upper management and will need access to Analytics, Accounting Tools, and the ability to create accounts for other employees of the company, you will want to choose the Admin role. If the person you are setting up is an order processor or you do not want the user to have this higher-level access, choose the role Scheduler.
4. You can remove a team member by selecting the pencil icon next to the team member's name then selecting Deactivate User. They will no longer have access to your Snapdocs portal.
If you are using the Teams feature, click here to learn more about adding accounts to each team.