Add Team Members

Finding Your Team Management Area

To add team members to your account, head over to Settings and then click on Team. This is where all your team management happens.

Viewing Your Current Team

Here, you'll see a list of your previously added team members. You can see who already has access to your account, what their roles are, and which locations they can access.

Why Team Access Matters

Having multiple team members with access to your review management platform makes it easier to stay on top of customer feedback. You might have a manager who monitors reviews, a marketing person who shares positive reviews on social media, or location managers who respond to reviews for their specific stores.

Starting the Process

To bring a new member on board, click on the plus button. This opens the form where you'll enter all the details for your new team member.

Entering Basic Information

Enter the member's name, like Steve, along with their email, such as steve@team.com. Make sure the email address is correct because this is how they'll receive their invitation and log into the platform.

Double-Check the Email

It's important to use the email address that your team member actually checks regularly. This is both their login credential and the way they'll receive notifications about reviews if you have those enabled for their account.

Understanding Role Options

Next, decide on their role—either as an owner or staff. This is an important decision that determines what your team member can see and do within the platform.

The Owner Role

If the member is an owner, they'll have access to all the locations. Owners can see everything, manage settings, add other team members, and have full control over the account. This role is ideal for business owners, general managers, or anyone who needs complete visibility across all your locations.

The Staff Role

Staff members, on the other hand, can only access specific locations. This is perfect for employees who only need to manage reviews for one store or a subset of your business locations. It keeps things focused and prevents information overload.

When to Use Each Role

Use the owner role sparingly—typically for people in leadership positions who genuinely need access to everything. Use the staff role for most team members, as it gives them exactly what they need without unnecessary access to other parts of the business.

Selecting Locations for Staff Members

When you assign someone the staff role, you can easily choose which locations they can access by selecting from the location list. This gives you precise control over what each team member sees.

How Location Selection Works

You'll see a list of all your connected locations. Simply check the boxes next to the locations you want this team member to have access to. They'll only be able to see reviews, respond, and view analytics for the locations you've selected.

Adjusting Access Later

Don't worry if you're not sure about the exact locations right now. You can always come back and adjust a team member's location access later. As your team grows or responsibilities shift, you can update these permissions anytime.

Keeping Things Organized

This location-based access is especially useful for businesses with multiple branches. Each location manager only sees what's relevant to them, which makes their job easier and keeps your review management organized.

Welcome Email Option

You have the option to send the team member a welcome email with a magic link to log in. This is the most convenient option for most situations—the team member receives an email, clicks the link, and they're immediately logged in and ready to start using the platform.

Deactivating the Welcome Email

Alternatively, you can choose to deactivate this welcome email. This might be useful if you want to personally onboard the team member, if their email setup is complicated, or if you simply prefer to handle the invitation yourself.

Using the Invite Link

In this scenario, you can simply copy the invite link from the interface and send it privately to the team member. You might share it via text message, a direct message on Slack, or any other way you normally communicate with your team.

Same Result, Different Delivery

Whether you use the automatic welcome email or manually share the invite link, the end result is the same—your team member gets access to the platform with the role and permissions you've configured for them.

Selecting Their Language

You also have the option to select the language they will see when they log in. This is a thoughtful feature that ensures every team member has a comfortable experience in the platform.

Why Language Matters

If you have team members who are more comfortable in a language other than your default, setting their preferred language from the start makes onboarding smoother. They'll see all menus, buttons, and instructions in their chosen language.

Available Languages

The platform supports multiple languages, so you can accommodate team members regardless of their language preference. Check the language dropdown to see all available options.

Completing the Setup

Once you've filled in all the details—name, email, role, location access, invitation method, and language—you're ready to add the team member. Click the confirm or save button to send the invitation and grant them access to the platform.