Learn How To Add a Team Member in 3 Simple Steps!
Adding team members to your Authenticate® account is straightforward and allows you to expand your team's access and capabilities based on their roles. Before adding a new member, we recommend familiarizing yourself with our Role-Based Access Control (RBAC) system to understand the different levels of permissions and access rights available.
Step-by-Step Guide to Adding a Team Member
- Navigate to the Settings Tab: After logging into your Authenticate® account. Navigate to the “Settings” Tab from the sidebar menu.
- Add a New Member: Within the 'Settings' menu, look for the 'Add Member' button. This is listed under the “Team Member” Section.
3. Enter Member Details: Fill in the required details of the new team member, including their name, email address, and role. Click ‘Submit’ to invite the new member.
Post-Invitation
- Email Confirmation: Once submitted, the new member will receive an email invitation to activate their Authenticate® account. They must click the link within 24 Hours to accept the invitation. The invitation can be re-sent from the Team Member section under settings if it has expired.
- Access and Permissions: After activating their account, the new team member will have access to the Authenticate® portal based on their assigned roles and permissions. They can start contributing to your team's efforts using their new access rights.
If you encounter any issues during this process or have questions about role assignments, please contact our support team at support@authenticate.com for assistance.