How do I add or remove team members / see what users are on my account?

Step 1
Click the circular icon in the top right to reveal the dropdown menu

Step 2
Click "Company Settings"

Step 3

Click the "Team" tab on the left

From here, you can:

• See the team members that are associated with your account and their role type
• Edit team members' details
• Add new users / team members

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How to add a new user / team member

Step 1

Click the "Add user" button in the middle-left of the page. This will reveal a pop up window

Step 2

Enter the user's first name, last name, email and phone number (if you have all these details).

Step 3

Select a role type from the dropdown

Role type definitions:

• Company administrator (Highest privileges)
  • Has access and permission to view and edit everything
• Location administrator
  • Can view, approve and decline bookings and edit spaces in one or more selected locations, can't edit locations or payment details
• Location manager
  • Can only view, approve and decline bookings in one or more selected locations, can't edit workspaces, locations or payment details

Step 4

Select the venues the user will be associated with by checking the boxes next to the address

Step 5
Click save.

An email invite will then be sent to the user and they will be prompted to join your account

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How to remove a team member

Step 1
Click the "Edit" button for the team member you'd like to remove

Step 2
Click the "Remove user" button in the bottom left of the pop up window

Step 3

Click "Yes" on the "Are you sure?" pop up

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How to change a team member's role type / permissions

Role type definitions:

• Company administrator (Highest privileges)
  • Has access and permission to view and edit everything
• Location administrator
  • Can view, approve and decline bookings and edit spaces in one or more selected locations, can't edit locations or payment details
• Location manager
  • Can only view, approve and decline bookings in one or more selected locations, can't edit workspaces, locations or payment details

Step 1
Click the "Edit" button for the team member you'd like to change role types

Step 2

Click the "Roles" dropdown and select a new role type

Step 3

Click "Save changes"