Getting Started for Internal Comms - Step 7: Add Sub-Accounts

You can add a sub-account (either another person on your team or another email you wish to track from) quickly and easily by following the steps below: 

To Add a New Account 

STEP 1: Reveal the drop-down account options by clicking the account icon on the top right.

 

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STEP 2: Click on Team

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STEP 3: Click New Member

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STEP 4: Add the First Name, Last Name and Email Address for the new account. Choose a Group to assign the account to and choose an Account Type

 

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STEP 5: Click Create

A follow-up confirmation email will be sent to that address with a temporary password if the account does not already exist. Pre-existing accounts will be sent a confirmation to join the IC account.

From your Primary Admin account, the Team page will allow you to log into, enable, disable, and change passwords for all of the associated sub accounts.

You can add and assign sub-accounts to groups by following the steps below:

To Add or Create a New Group

STEP 1: Reveal the drop-down account options by clicking the account icon on the top right.

STEP 2: Click on Team

STEP 3: Click on Create New Group (on the left side of the Team view)

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STEP 4: Type the name of the group and click

STEP 5: Assign team members to groups

To Add or Move an Account to a Group

STEP 1: Reveal the drop-down account options by clicking the account icon on the top right.

STEP 2: Click on Team

STEP 3: Select the team member you wish to assign/move to a group

STEP 4: Click ... on the right side of their account to reveal a little drop-down menu

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STEP 5: Click Edit User

STEP 6: Select the new Group you wish to add the team member to

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STEP 7: Click Save

 

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