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  3. Administrators and Team Members

What is a Team Member? How Do I Add One?

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 are 'Departments' 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

  1. Go to the Main Menu by click on your name at the top right-hand corner of the Accredible Dashboard and click 'Team Members'
  2. Click the 'Add Team Member' button at the top right-hand corner of the page.
  3. Enter the name and the email address of the person you would like to add as a team member. You can adjust the permissions of this team member now before sending, but you'll always be able to adjust these permissions at a later date.
    Screenshot 2019-09-13 at 14.56.12

Click 'Save', and an invitation email will be sent to the new team member. After accepting the email they will then be able to 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 add a new team member:

Screenshot 2019-09-13 at 15.27.32

Editing Team Member Permissions

If you decide to change the permissions of a team member at any time, you can.

  1. Go to the Main Menu by click on your name at the top right-hand corner of the Accredible Dashboard and click 'Team Members'
  2. Click on the team member you would like to change permissions for.
  3. At the bottom of the 'Edit Team Member' window choose the access you now want to give your team member.

Limit Access to Certain Groups

You can select specific groups or use 'Reference Tags' to restrict certain team members from accessing and changing certain groups. For more information on how to add Reference Tags, Click here.

  1. Go to the Main Menu by click on your name at the top right-hand corner of the Accredible Dashboard and click 'Team Members'
  2. Click on the team member you would like to change permissions for.
  3. At the bottom of the 'Edit Team Member' window, you can either select specific groups the team member can have access to or grant access to groups with specific tags.

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.

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.