Adding a new team member

Learn how to invite a new team member to UserGuiding Panel and how to manage team member roles.

Alican avatar
Written by Alican
Updated over a week ago

Overview

Expanding your UserGuiding team is a breeze with automated invitations. Follow these steps to invite a new user and define their permissions.

  1. Log in to your UserGuiding account.

  2. From the left-hand menu, navigate to "Settings" and click on the "Team" tab.

  3. On the Team page, click on the "+NEW TEAM MEMBER" button in the top right corner.

  4. A window will appear, prompting you to input your new team member's name and email address.

  5. Set the desired role for the new member.

  6. Once you've entered the required details, click "SAVE."

  7. An automatic invitation message will be sent to your new team member.

Understanding User Permission Levels for Roles in UserGuiding

UserGuiding offers three distinct roles that define what a team member can or cannot do:

Editor: These users can create and edit materials.
Publisher: These users have editor permissions, and they can publish changes.
Admin: These users have publisher permissions and they can manage users & subscriptions.

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