GUIDE: How to use the Team Dashboard

by | Aug 27, 2019 | 0 comments

Easily manage and invite your team members right from your Team Dashboard.

When you purchase a team subscription, you can get your team started right away by setting up your team and inviting your members via your Team Dashboard. Email them an invitation by filling in their email addresses, or share a special signup link with your team. Each person sets up their own username and password (and you can even designate certain team members to have access to your team dashboard to help invite/manage the team). You’ll be able to add or remove team members anytime from your dashboard.


 

Invite team members.

To add a person, visit your Team Dashboard (in the My Account area in your menu) and click “Add Member” on the left.

Send them an email invitation by filling in their email address, or copy a unique registration link that you can include in a team email blast, post to a Facebook group, share in a Planning Center resource, etc.. Once they click one of those links, they will be prompted to create a username/password (or login if they already have a user account), and join your team. Then, tada! Instant access to all of the videos and training on the website, and we send them an email walking them through the site and inviting them to join the private Worship Vocalist Facebook community, where they can take part in live webinars and extra exclusive content.

 

Manage team seats.

From your dashboard, easily see a list of your current team members and how many seats you have left. Invite team members at any time following the steps outlined above. Need to delete a person? No problem, click “remove” and they instantly lose access to the content, freeing up a seat you can use for someone else.

You can also designate certain team members as “managers” to help invite/manage the team. They won’t see or get access to any of your billing area, but they will be able to use the team area to invite, manage, and delete team members.

 

Manage the billing and other settings.

Need to find a past order? Change the name? Update a payment methods? Cancel an upcoming renewal? You can manage all that with a few clicks in the Dashboard.

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