Watch: How To Add A Team Member

Video transcript

In this quick guide, we'll walk through How to Add a Team Member to the Service Operating System. From your Dashboard, click your profile icon in the upper right corner. Then select Team Accounts from the drop-down menu.

Click Add Team Member to start the process of adding a new member to your team. Enter the team members Email Address, First Name, and Last Name. You can also upload a profile photo or leave it blank to use an auto-generated avatar.

To add a photo, upload a square image with a maximum file size of 2 megabytes. Next, select the User Type. And add their employment Start Date.

Under Security Settings, choose what this team member can access such as: Financials, Team Accounts or KTI updates. Select the appropriate KTI Participation for team members who run service calls, answer the phones or do both. Then select their Trade and Type.

Choose whether to send the invitation email automatically. Click on Create to save the new team members information and add them to your team. Once you see the confirmation message, the team member has been added.

Next, watch our guide on "How to Edit a Team Member" to learn how to update existing team member information.