Overview

Expanding your UserGuiding team is a breeze with automated invitations and flexible project-based access. You can easily invite new users, assign roles, and manage which projects they have access to. This short video provides a quick overview.

Adding a New Team Member

• Log in to your UserGuiding account.
• From the left-hand menu, navigate to "Settings" and under the Account Settings, click on the "Team" tab.

• On the Team page, click the "+NEW TEAM MEMBER" button in the top right corner.
• A window will appear, prompting you to input your new team member's name and email address.
• Select the appropriate role for the new member (Editor, Publisher, or Admin).
• Assign the member to one or more projects by selecting the relevant Project Access.
• Once you've entered the required details, click "SAVE."

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

Managing Members Across Projects

• You can view and manage project-specific members under Project Settings > Overview.
• Easily search for members or click Manage Team Members to update roles or add/remove users.
• For each user, you’ll see their name, email, role, and the projects they belong to.

This setup enables larger teams to efficiently organize roles and responsibilities across multiple products or environments.

Understanding User Permission Levels for Roles in UserGuiding

UserGuiding offers three distinct roles that define what each team member can do:

• Editor: Can create and edit onboarding materials.
• Publisher: Includes all Editor permissions plus the ability to publish changes.
• Admin: Includes all Publisher permissions and can manage team members and subscription settings.

These permissions apply within the scope of the projects each member is assigned to.