Overview

Follow this guide to learn how to mange team members. Here you can read how to add team members, change a team members role, remove a team member, and how to transfer company ownership!

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How to Add Team Members

Access Company Settings:

• Begin on the homepage of your Elevar App.
• Use the left-hand navigation menu to locate and click on the "Settings" tab. Use the additional left-hand side menu to locate and click on the "Company Info" tab.
  • (See Figure 1)

Figure 1

Add A New Team Member:

• After accessing your Company Settings, use the top navigation menu and click on the "Team Members" tab.
• Locate and click on the "Add New Team Member" button.
  • (See Figure 2)

Figure 2

Enter Information:

• A additional window will appear titled "Add Team Member".
  • Navigate to the section titled "Email Address" and type in the email address of the team member you want to add.
  • Navigate to the section titled "Company Role" and select the role for the team member you want to add.
    • Admin Users: Access to all settings, including billing, adding new websites to their account, and user management.
    • Member Users: Ability to use all of Elevar's features but do not have access to billing, account adjustments, or user management.
  • Navigate to the section titled "Allow access to" and select the website that you are inviting the team member to join.
• After filling out the required information for adding a new team member, click on the "Send Invite" button at the bottom of this window.
  • (See Figure 3)

Figure 3

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Note: Sending Invites

Once you send the invite, the user will remain in the invited section until they create click on the email to set their password and log in.

If you've invited a user who doesn't receive an email, please ask them to check their spam folder. You can also delete this invite and resend it if you continue to have issues.

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How to Change a Team Member's Role

Access Company Settings:

• Begin on the homepage of your Elevar App.
• Use the left-hand navigation menu to locate and click on the "Settings" tab. Use the additional left-hand side menu to locate and click on the "Company Info" tab.
  • (See Figure 4)

Figure 4

Select Team Member:

• After accessing your Company Settings, use the top navigation menu and click on the "Team Members" tab.
• Navigate to the desired team member and click on the "Settings" or gear icon located next to their name.
  • (See Figure 5)

Figure 5

Change Company Role:

• An additional window will appear and navigate to the section titled "Company Role". Select either the "Admin" or "Member" button.
  • Admin Users: Access to all settings, including billing, adding new websites to their account, and user management.
  • Member Users: Ability to use all of Elevar's features but do not have access to billing, account adjustments, or user management.
• After changing the role of the desired team member, click on the "Save Changes" button at the bottom of this pop-up window.
  • (See Figure 6)

Figure 6

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How to Remove a Team Member

Access Company Settings:

• Begin on the homepage of your Elevar App.
• Use the left-hand navigation menu to locate and click on the "Settings" tab. Use the additional left-hand side menu to locate and click on the "Company Info" tab.
  • (See Figure 7)

Figure 7

Select Team Member:

• After accessing your Company Settings, use the top navigation menu and click on the "Team Members" tab.
• Navigate to the desired team member and click on the "Settings" or gear icon located next to their name.
  • (See Figure 8)

Figure 8

Removing a Team Member:

• An additional window will appear titled and navigate to the bottom of the window and click on the button labeled "Remove Member".
  • (See Figure 9)

Figure 9

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How to Transfer Company Ownership

Access Company Settings:

• Begin on the homepage of your Elevar App.
• Use the left-hand navigation menu to locate and click on the "Settings" tab. Use the additional left-hand side menu to locate and click on the "Company Info" tab.
  • (See Figure 10)

Figure 10

Select Team Member:

• After accessing your Company Settings, use the top navigation menu and click on the "Team Members" tab.
• Navigate to the desired team member and click on the "Settings" or gear icon located next to their name.
  • (See Figure 11)

_Figure 11_

Transferring Company Ownership:

• Note that before you can transfer ownership, ensure that the desired person has the Company Role of "Admin".
• Locate and click on the arrows next to the existing owner's name.
  • A pop-up window will appear, navigate to the section titled "New Owner". Use the drop down menu to choose the desired user.
• After selecting a new user to transfer company ownership to, click on the "Transfer Ownership" button at the bottom of this pop-up window.
  • (See Figure 12)

Figure 12