Adding Members and Admins is super easy, but there are important details to keep in mind.
Included in this article:
1. User Types & Permission
A quick look at User Types:
- Admins have full access to all content in your account (even before it's published), as well as the ability to add & remove people.
- Legal Admins have editor access to the Minutes Book but not your Zecks.
- Members can be a contributor, viewer, or both. It just depends on what you give 'em access to.
2. Adding Users to Zeck
To add team members to your Account:
- Navigate to the People page from your Homepage
- Click Invite People
- Enter email address(es) & click Invite
- This will trigger an email prompting them to set up an account
- If you DO NOT want your users to receive an email from Zeck, check the Don't Send Email invitations box before you click Invite.
Worth Mentioning:
- User types - the default user type is "Member" with the option to upgrade to an "Admin"
- Be selective with your Admins. They can see everything in your account, create new Zecks, add/remove people, and record votes
3. Converting a Member to an Admin
To upgrade a Member to an admin:
- Add the person as a Member in the People page on your Homepage (instructions above)
- Find the Member in the list on your People page and select the Admin User Type from the dropdown.
- If you are designating a Legal Admin, the process is the same. Simply choose Legal Admin from the dropdown.
