Adding Users and Team Members
You can add team members or collaborators to your ScoreApp account and control the level of access they have.
Important
The number of team members you can add will vary depending on your package.
Step 1: Send the invitation
- In the top-left corner, click your account name.
- From that menu, select Users and Permissions.
- At the top-right corner, click Invite user, and you will see how many seats you have available.
Invite additional team members
- Add the email address of the user you’d like to invite to your account
- Choose the role (level of access) you would like them to have
- Once selected, click ‘Invite’
You have four role levels to choose from;
- Account Admin - They will have full access to view/edit scorecards, leads and all account settings including billing details
- Scorecard Admin - They will have full access to view/edit scorecards, leads and account settings except for changing billing details.
- Editor Only - They will only have access to view/edit scorecards, and will not be able to access any lead data or account settings.
- Data Only - They will only have access to view/edit leads, and will not be able to access any scorecard or account settings.
Step 2: Accept the invitation
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.
- They’ll be guided to:
- Enter their name.
- Create a password for their account.
After completing these steps, the new user will be added to your ScoreApp account with the permissions you set.