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Adding Team Members to My Account
Adding Team Members to My Account
Updated over 3 months ago

Once you have registered, HelloCrowd allows you to add your team members to the account for seamless collaboration. Following a few simple steps, you can add each team member as well as define the role you want to assign to each one. Moving further, let us take a detailed look into how it happens.

Step 1: Click your Username

Upon successful login, click your username displayed on the top-right corner of the screen. This reveals a number of options.

Step 2: Click 'My Team'

From the options revealed, click My Team. Doing so takes you to My Team screen. Here, all the users you have added are listed with information regarding each user tabulated via various columns that include Name, Email Address, Role, and Status.

Step 3: Click 'Add user +'

To add a new team member, click the Add User + button. This opens the Add Team Member popup.

Step 4: Enter Name of the Team Member

Use the First Name and Last Name fields to record the name of the team member you want to add.

Step 5: Enter Email Address

Enter the email address of the team member you want to add in the Email Address field.

Step 6: Select Role

Use the Role dropdown to select whether you want to add the team member as an Admin or a User. This determines the access the added team member will have on HelloCrowd.
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Step 7: Click 'Add Member'

Once the required details are entered, click the Add Member button.

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