Welcome to our guide on adding additional teammates to your UpCentral account. Expanding your team and ensuring everyone has access to necessary tools is crucial for seamless collaboration and productivity. Follow these simple steps to add new members to your team.
Navigate to Teammates
Begin by signing into your UpCentral account. Enter your credentials on the login page and access the main dashboard. Once you're logged in, locate the "People" option in the left navigation pane. From there, click on "Teammates" to access the team management area.
Access the 'New Teammate' Option
Inside the Teammates section, you’ll find an option to add new members, labeled as “New Teammate”. Click on this to proceed.
Enter Team Member Details
You will be prompted to enter the details of the new team member. This includes their full name, email address, and possibly their role within the platform. Make sure the information is accurate to ensure they receive the invitation.
Depending on the level of access you want to grant, you may need to assign specific roles or permissions to the new member. Choose the appropriate settings that match heir responsibilities in your organization.
Understand the Costs
Please note that adding additional team members may incur additional costs, depending on the plan and billing frequency you are currently on. Review your current plan details to understand the exact costs associated with adding new team members at https://upcentral.io/
After entering all the required information and reviewing the associated costs, click on the 'Create' button. An email will be sent to the newly added teammate's email address containing their login details, allowing them to access UpCentral and start utilizing the service.
Troubleshooting
If the team member does not receive the invitation email, ensure the email address is correct and check the spam folder. Adding team members in UpCentral is straightforward. If you encounter any issues during this process or have any questions, please consult our support center or reach out to our helpdesk for assistance.