In this article, we will cover adding and removing team members. If you need to edit a team members permissions you can see that here.
Here are the steps to invite users to your PINATA account:
Select Settings in the top right
Select My Company
Select My Team on the left-hand side
Select Invite Team Members to add new users to your PINATA account
Select their User Permission. Please note that you can only invite users with lower permissions than yourself. Learn more about each permission level here.
If they are a Manager or Member you'll need to select what programs they'll have access too.
Enter their email address and hit send, they'll receive a PINATA invite in their inbox
Once a user has been invited, they'll appear in the "Invited" tab, here you can resend invites, remove their invite or send them a direct message as well.
Check out the video below where we invite a user:
Pro Tip: If you have someone who finds themselves stuck in the sign up flow you can send them a direct link to the next step by selecting Copy Link and sending it to them as seen here:
How to Remove a Team Member
Let's cover now how to remove a user from your team.
Select Settings in the top right hand of the page
Select My Company
Select My Team on the left hand side
Search for the team member you wish to remove using their name or email
Select the blue drop down arrow
Select Remove
Check out the video below where we remove a team member: