How to Create a Team Member – Resova

Before You Start:

• Have the customer’s account open.
  
  

Procedure:

1. On the left-hand side, go to Settings → General Settings.
   
   
2. In General Settings, locate Team Settings.
   
   
3. Click on Team, and in the upper-right corner, click the blue + icon to add a new member.

1. Enter the new member’s first and last name, email address, and role.
   
   
   • If the correct role does not exist for the member, reference this KB for creating new roles:
     Managing Roles and Permissions for Team Members
2. Once the member is created, you can edit and manage the member to:
   
   
   • Add their availability and unavailable periods
     
     
   • Assign the products they will manage
     
     
   • Manage the notifications they receive

And that is how you create a team member in Resova :)