How do I add new team members?

Introduction

This article will guide you through the process of creating a new user via the Team tab. Please note that your user account's permissions may not allow you to create new users or access some sections of the platform.

 

Add a New Team Member

From the Team tab, you can easily add new contacts and new Highwire application users:

1. Click the Add Team Member button in the top right of your screen:

 

2. A slide-over will open that asks for the email address of the new team member. To prevent duplicate entries, the system will check if the email already exists in Highwire and prompt you if it does:

 

3. If not, additional fields will open where you will enter the name, title, and phone number (optional) of the new team member. Once you’ve filled out the required fields, click Next:

 

4. A second set of required fields will open that includes member type, job function, access, and hierarchy. Note that the default for access type is “No access”, which creates the team member as a contact only and does not give them access to the Highwire application:

 

5. After hitting Save, you will get one of two messages:

Team members who were created with No Access (i.e., contacts) will not be notified that they were added to your Team page:

Team members who were created with access to the Highwire application will be sent an email from Highwire to let them know they were added to your Team page and give them instructions on how to set up their Highwire account:

 

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