This article explains how to invite a team member by managing account settings in Prezzee Business.
01 Introduction
You will learn to add a user with specific permissions and send an invitation email.
02 Access Account Management
Click "Manage account" to open your account settings where you can configure team and user options.
03 Open Team Section
Click "Team" to navigate to the team management area where you can add or modify team members.
04 Select Email Tab
Click "Email" to access the email invitation settings for your team members.
05 Enter Team Member Email
Enter your team member's email address in the email field to specify who will receive the invitation.
06 Choose User Role
Select the appropriate role or permission level for the new team member. Admins are allowed to send others invites.
Users can place orders but cannot invite others into the account.
Viewers cannot not edit any features within the account.
07 Send Invitation Email
Click "Send invite" to send the invitation email to the specified team member, granting them access with the chosen role.
The recipient will receive an email with a link to complete their registration and access the account.
You have successfully invited a team member by managing account settings, specifying their email and role, and sending the invitation. Next, you can manage team permissions or monitor invitation status.