View Categories

Manage team member

Add a new team member #

To add team member, please login to your account on our website.

After login go to Manage Team page. Click on “+ Add New Staff Member” button.

You will land to a form which will ask you to insert the email id.

This email id will look for user details from your NationBuilder account. If the details exist, it will prefill the details in the form.

If the user does not exist in your NationBuilder database, it will show you message as below and ask you to fill the form details.

NOTE : For the new staff user, it will also create the normal user in your NationBuilder database.

In the form, please insert First Name, Last Name, Email, Password, Mobile and Notes related to this staff member. The email id and password you insert here will be used for staff user to login. This will trigger the email to your staff user with the login details.

Permissions: You can assign the various permission for this user. The refer permission sets to get more details on it.

Edit team member #

To edit team member, go to Manage Team page.

You will have a list of team members as per snap below.

Now click on edit icon to edit that team member.