Add your colleagues so they can start uploading and reviewing content.
How to Get There
Click Settings in the left sidebar.
Select Members.
Adding a Team Member
Click Invite Member.
Enter their email address.
Choose their Access level (the Super Admin option only appears if you are a Super Admin yourself):
Role | What they can do |
Super Admin / Admin | Everything: settings, billing, team management, all content |
Member | Upload, scan, submit for approval, review, comment |
Need something more precise, like letting someone review without letting them approve? In the same dialog you can add them to Groups, and they join those groups when they accept the invitation. Roles are assigned under Settings > Members > Roles, either to a person directly or to a group they belong to. Roles are built from individual capabilities (View, Scan, Review, Comment, Relevancy Feedback, Create / Upload, Submit, Approve, View Brand Portal, Manage Brand Portal, Delete, Admin and Reassign), so you can hand someone exactly the access they need instead of choosing between "can do everything" and "can do the basics."
4. Click Send Invitation. They'll receive an email to join your workspace.
Until they accept, they appear on the Members page with a Pending status. To send the email again, open the menu on their row and choose Resend Invitation.
đĄ Start with a small pilot group. Get feedback, then roll out to the full team.