Add Users and manage your team

Add managers to your organization, choose which email notifications they receive, and remove people who no longer need access.

Add users and manage your team

Team members (managers) can sign in to your organization dashboard to help run campaigns, review Members and Payments, and publish Posts. Only people you add here get that access.


Add a team member

1

Open Team

In the left sidebar under Your Organization, click Team.

2

Click New

Click New. Enter the person’s name and email.

Invite a new team member

3

Choose notifications

Under Notifications, choose what this person should receive by email:

  • New Member — when a new member is recorded
  • Updated Membership — when someone changes their membership
  • Payment Received — when a payment is received

Save the team member when you are done. They can sign in with that email using password, Google or Facebook, or an emailed login code. See Login to MemberDrive.


Remove a team member

On the Team list, click Remove next to the person. You cannot remove yourself.

If someone needs different notification settings, open their team record and update the checkboxes instead of removing them.

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by MemberDrive Fans