From the main navigation click the Team icon to access the team directory and invitation module.
- Click +Add Member for the team member dropdown.
- Begin typing the email address of the team member you would like to invite.
- Associate the Team Member with a role from your rate card.
- Click SEND to invite the team member to Glass Factory.
Your team member will receive an invitation via email to create a password and update their personal user profile.
From the Team page you can associate the Team Member to an office, and change or re-assign permissions. Often only an Admin can perform this function, so please reach out to your admin if you do not have access.
Select an office from the office dropdown next to the Team Member name, then select a permission preset from the dropdown. For reporting, Glass Factory recommends you assign your team members to departments and offices.