Each Team Member has their own set of permissions for what they do and do not have access to inside of your Instance. Administrators are a specific type of Team Member, and they are the only ones who can give or remove Team Member permissions. This means if you are not an Administrator and you want to change your permissions, you will need to talk to an admin on your team to accomplish this task.
To view your Team Members and their permissions, go to Settings > Team Members.
📄 Recommended Reading: Team Member Permissions
For an in-depth understanding each Team Member permission and what they all your Team Member's to do, please review: Team Member Permissions.
Add a New Team Member
To add a Team Member to your Instance, click on the Invite Team Member button in the top right corner of the screen.
When adding a Team Member, you will need to provide the following:
Assign Team Member Permissions: Select the permissions you want your Team Member to have.
Add Personal Information: Enter the Team Member’s First Name, Last Name, and Email Address in the spaces provided.
Please note: The invite will be sent to the email address entered. We recommend that you verify this user's Email Address by ensuring they're already in your Audience.
Optionally, you can upload a Profile Image. To do so, click the Upload Image button to select an image from your computer.
When you are finished, click the blue Send Invite button.
Resend Invite
If your Team Member was not able to accept the Invite within a couple days, you may need to resend their invite so a new Link is generated.
When an invite hasn't been accepted, you will see the option to Resend Invite under the Last Login column. Verify you have the correct email address entered, then click the Resend Invite link in that column to have a new email automatically sent.
Remove Team Member(s)
When a Team Member leaves your team, or if there is information that needs to be updated, you may need to remove a Team Member.
To remove a single Team Member, click on the ellipsis menu button on the right side of the Team Member’s name. Then, select Delete.
If you would like to remove multiple Team Members at once, click the white checkboxes next to the Team Members’ names whom you’d like to remove. Then, click the Delete button at the top of the list to be prompted with a confirmation of deletion.
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.