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 'Send Invite': After entering their information, click 'Invite'. 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.
How Your Team Member Accepts the Invitation
Once your team member receives the email invitation, it will look like this:
They will need to click "Join Timeline Genius" on a new browser, or in an incognito window:
Please note that if you are already logged into Timeline Genius as the account owner on the browser, this link will not work. The link must be opened on a new browser, or in an incognito window where the account owner is not already signed in.
Once your team member clicks on the link, a new tab will open that looks like this:
They will be required to choose a profession and create a new password. Then they will need to click the "sign in" button. Moving forward, their log in will be the email the account owner sent the invitation to, and the password they created in this step.
Managing Team Member Access
Once a member is added, they can:
View, edit or delete all events created by the account owner, themselves, or other team members
Follow or unfollow events to receive notifications via email
Create new events
View, edit, or delete contacts in the Rolodex
View, edit, or update their information in the My Profile page (not the account owner's information)
Update settings in the Preferences page
Add other team members in the Account Members page
They will not be able to delete other account members, or the account owner.
View Tracked Time
Update billing, cancel or change a subscription in the Plans and Billing page
View Invoices
We currently have a feature request to make these permissions more customizable to account owners. To ad your vote, click the button below:
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!