Add a Team Member

You can add team members to your ScoreApp account for collaboration with varied levels of access. 

To  add Team Members you must first log in to the back office; 

1. Under your name in the top right corner select ‘Account’ 
2. Using the left hand navigation bar select ‘Team’

The amount of team members you can add will vary depending on your package. 

At the top right next to the green ‘Invite user’ button you will see how many seats you have available. 

Invite additional team members

1. Select ‘Invite user’
2. Add the email address of the user you’d like to invite to your account
3. Choose the role (level of access) you would like them to have 
4. Once selected click ‘Invite’
5. Your team member will then receive an invite via email and be instructed to set up their login details so they can access the portal.

 You have four role levels to choose from;

1. Account Admin - They will have full access to view/edit scorecards, leads and all account settings including billing details
2. Scorecard Admin - They will have full access to view/edit scorecards, leads and account settings except for changing billing details.
3. Editor Only - They will only have access to view/edit scorecards, and will not be able to access any lead data or account settings.
4. Data Only - They will only have access to view/edit leads, and will not be able to access any scorecard or account settings.