Add Team Members

How to add team members and manage their access settings.

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Written by Support
Updated over a week ago

Team Members are members of your organization that you want to give permission to collaboratively work within your product's Radio Base dashboard with their own unique access.

You can set their permissions to allow them access to specific modules for them to work in, and limit the ones they don’t. This allows you to give your Finance Manager access to donation records, but not the website or app.


Step-by-Step Instructions

Step 1: In your Dashboard, select the profile icon in the top right corner. Select Team from the dropdown menu.

Step 2: Select Add Member.

Step 3: Enter Team Member information - email address, phone number, first & last name

Step 4: Select the gear icon to the right of the Team Member's name.


Step 5: Select Access Settings and choose which modules or sections you would like your Team Member to have access to.

Step 6: Your Team Member will receive an email prompting them to navigate to the dashboard and set their own password!

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