In this article, we will cover adding and removing team members. If you need to edit a team members permissions go HERE.
If you need to invite a Gogetter to the GoPortal, click HERE.
Here are the steps to invite users to your PINATA account:
Select MENU 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 Power User or Gogetter.
Once you've made that first choice, choose 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 to, whereas Administrators have access to every program.
Enter their email address and hit send. They will receive a PINATA invite from accounts@gopinata.com.
Note: if they already have a PINATA account, they will still need to be invited to join your organization.
Once a user has been invited, they'll appear in the "Invited" tab, here you can resend invites, remove their invite, or copy the invite linked to send them a direct message as well.
If the user is already a part of your team and you simply need to change their access, find them under ACTIVE and hit EDIT to change programs and/or permission level.
Check out the video below where we invite a user:
Resending Invitations
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:
Removing Users
How to Remove a Team Member
NOTE: If you remove a user from your company, any upcoming task assigned to them will become unassigned.
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(s) you wish to remove using their name or email or tags
Select the blue drop down arrow
Select Archive
If you want to add someone back, simply invite them again.
Check out the video below where we remove a team member: