Unlike administrators, team members have limited permissions. This means that there are certain features on Accredible that they can't use.
When to Make a Team Member
If you have a large number of people who need to use your Accredible Dashboard, you don't want all of them to have the same level of access and control as your administrators. Add them as team members instead.
Team Member Limitations
Team members cannot:
- Update your account settings
- Access 'Billing' settings
- Create, edit or delete administrators or team members
If 'Departments' are enabled, they will not:
- Be able to create, edit or delete Departments
- Have full access to all departments, their groups, designs, and credentials
For a description of what each permission allows you to do, check out our article here: Team Member Permission Settings
Adding a New Team Member
- Go to the Main Menu by clicking on your name at the top right-hand corner of the Accredible Dashboard and select 'Team Members.'
- Click the 'Add Team Member' button at the top right-hand corner of the page.
- Enter the name and the email address of the person you would like to add as a team member. You can adjust the feature and group permissions for this team member now before sending, but you'll always be able to adjust these permissions at a later date.
4. Click 'Save,' and an invitation email will be sent to the new team member. After accepting the email, they will then create login details for themselves and be good to go.
Why Can't I Add This Team Member?
You may see this message when trying to save a new team member:
If this occurs, the email address you are trying to add already has an account with Accredible. This may be an empty free trial account that they created for testing or by accident. Contact support@accredible.com to have the empty trial account removed and free up this person's email address.
Editing Team Member Permissions
If you decide to change the permissions of a team member at any time, you can.
- Go to the Main Menu by clicking on your name at the top right-hand corner of the Accredible Dashboard and click 'Team Members.'
- Click on the team member you would like to change permissions for.
- Make the required changes, and press 'Save'.
Limit Access to Certain Groups
You can select specific groups or use 'Collections' to restrict certain team members from accessing and changing certain groups. For more information on how to add Collections, Click here.
- Go to the Main Menu by click on your name at the top right-hand corner of the Accredible Dashboard and click 'Team Members'
- Click on the team member you would like to change permissions for.
- At the bottom of the 'Edit Team Member' page, you can add specific groups the team member can access or grant access to groups within a specific Collection.
Has this article helped you? Let us know!
If you would like to tell us about any improvements you feel could be made to this page, you can email us at support@accredible.com.