Adding A Team Member.

  1. On the administrator dashboard there are two links you can use to add a new team member.
  2. One is in the bottom right information box, and the other is in the top navigation.
  3. In the team administration area, you can see a list of your users.
  4. In the upper right hand area, you will see a white lozenge that has the number of active users you have.
  5. To add a new member, click on the add team member button.
  6. In the side panel, enter the name and email address of the new team member.
  7. You can also set their user level.
  8. In this case we are setting James at the level of user.
  9. On this screen, you can also start to allocate client accounts to this team member, but this is covered in another video.
  10. You can also choose whether this team member can create new invoices for their allocated client accounts. This can be changed once the team member has been set up.
  11. Click on the Invite to team button.
  12. You will be then returned to the team administration screen.
  13. Your new team member needs to check their email client for an invitation email.
  14. Occasionally these go into spam, so tell them to check.
  15. The team member needs to click on the link within the invitation email.
  16. They will then be taken to the did they pay system, where they can set up their password, and agree to the terms and conditions of use.
  17. They then click the Set-up account button.
  18. They will be shown their details.
  19. And then they can go to their dashboard, and start using the did they pay system.
  20. Check your email client for an invitation email. Occasionally these go into spam, so make sure you check.
  21. Click on the link within the invitation email.
  22. You will then be taken to the did they pay system where you can set up your password. You need to agree to the terms and conditions of use.
  23. Then click the Set-up account button.
  24. You will be shown the details you entered.
  25. And then you can go to your dashboard and start using the did they pay system.

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