Book a demo

"*" indicates required fields

X
  1. Accessible Video Calls
Back

Managing team members

To manage team members

  1. Click on the settings cog in the top left hand corner.

  2. In the drop down click Settings.

  3. On the side navigation bar, click Team.

     

To add a new team member

  1. Click the New team member button.

  2. Fill in the team members details.

  3. Select the desired options.

  4. Click the Add team member button to complete.

  5. The new team member will receive an email from Togetherly, to activate their account and set up a password.

     

 

To amend a team member

  1. Click Edit next the team member you wish to make changes to.

  2. Once you’ve made the required amendments click Save.

 

 

To add an account administrator

Account administrators can access billing information, add/remove users, and adjust account settings.

  1. Follow the instructions to add or amend a team member.

  2. Enable the Can administer account option.

  3. Click Save.

     

 

To remove a team member

  1. Click Delete next to the team member you want to remove.

  2. Confirm your choice when prompted.

  3. The team member will no longer be able to access the system.