As your event planning business grows, so does your team. Timeline Genius simplifies the process of bringing new members on board, allowing them to contribute to creating and managing event timelines. This article explains how to add team members to your account, empowering them to be an active part of your planning team.
Steps to Add a Team Member
Accessing Account Members: Click on your company name in the top right corner, then choose 'Account Members' from the dropdown menu.
Adding a Member: Hit the 'Add a Member' button. This will open a form to enter the new member's contact information.
Filling in Details: Input the necessary details of your new team member.
Click 'Add': After entering their information, click 'Add'. You'll have the option to send an invite immediately or wait until later, which is especially handy when you're setting up multiple members at once.
Managing Team Member Access
Once a member is added, they can:
Create their own timelines.
Follow and unfollow existing timelines, staying updated with the events they're involved in.
Maintaining Account Security
If a team member's role changes, or they leave your organization:
You can remove them by clicking on the 'X' next to their name.
Removing a member from your account is straightforward and does not impact your overall account or login details.
Flexibility and Control
The system is designed to give you flexibility and control over who has access to your timelines. Whether you're onboarding a permanent planner or a temporary intern, managing your team's access is simple and secure.
Conclusion
Adding team members to your Timeline Genius account is a breeze, and it helps distribute the workload among your growing team. As always, if you have any questions about adding or managing account members, please reach out to us at support@timelinegenius.com. We're here to help ensure your team collaborates effectively for flawless event execution.
Welcome to the team, planners!