Please note - you must have admin privileges' in your organisation to be able to invite a new user.
- Click your name in the top right and go to users & teams
- Make sure you are on the users tab (the active tab will be highlighted in green)
- Click the plus + sign on the right
- This will give you a pop-up box. Complete their first name, last name, email address and choose their user level
- An admin will be able to do everything you can do, such as adding, editing and removing users and teams
- A member would be for a standard GoalDriver user. You can further lockdown areas of your organisation using permissions should you wish to
- Click add
- You will now be taken to the permissions screen to set access for your new user.
Each module can be locked down according to your needs:
- A user with read/write permissions will be able to add, edit and remove anything in that module
- A user with read only permissions will be able to see everything in that module, but not change it
- A user with hidden permissions will not be able to see or access the module
You can change user permissions at any time - Set your new user's permissions and press save
- The user will receive an email with a link to GoalDriver to set up their new user account (please check junk/spam just in case).