Adding new team members or editing their details and setting their privilege levels is really easy with GoProposal. This is how you do it.

Explainer Video

How To Add A Team Member

Step 1. Go to Settings > Team 

Log into the admin area of your GoProposal app and go to Settings > Team.

Step 2. Select add team member or edit team member

Step 3. Complete all the information required for the team member.

If you don’t want to include a Mobile Phone No. for example, just put a –

Step 4. Choose whether you want to allow this person access to the admin area i.e to be able to edit the content of the proposal.

Step 5. Decide if you want this person to have Two Factor Authentication. This is where they have to also add a special code which will be sent as a mobile text message to them, before they can login.

Moving forward, the Team Member will be able to set their own password but you can overwrite it if you need to.

The number of users you can add will be determined by your subscription plan.

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