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How to create and manage your team on Apimio?
How to create and manage your team on Apimio?
Sarah from Apimio avatar
Written by Sarah from Apimio
Updated over a week ago

In today's time, efficient team management is key to achieving success. Our dashboard offers a range of options to simplify and enhance your team management processes.

This guide is your roadmap to effectively utilize Apimio's team management features.

Whether you're new to the platform or looking to optimize your current workflow, you'll find valuable insights and step-by-step instructions to ensure your team operates at its best.

Steps to Create and Manage Team

Step 1: Log In to the Dashboard

Begin by logging in to your Apimio Dashboard. If you're not already logged in, enter your credentials (username and password) to access your account.

Step 2: Access the "Invite Team" Option

On the left sidebar of the Dashboard, locate and click on the "Invite Team" option. It's conveniently placed to help you manage your team effectively.

Step 3: Open the Team Invitation Screen

Upon clicking "Invite Team," a new screen will instantly appear before you. This screen is specifically designed for managing team invitations.

Step 4: Add a New Team Member

In the top-right corner of this screen, you'll spot a prominent button labelled "Add Team Member." Click on this button to initiate the process of adding a new member to your team. However, make sure that the person you are inviting should have an account on our platform.

Step 5: Provide Member Information and Permissions

You'll be prompted to enter essential details for the new team member, including their first name, last name, and email address. Additionally, you'll have the option to "Select Permissions." Open the dropdown menu and choose the appropriate permission level for the new member.

Step 6: Send the Invitation

After defining permissions, proceed by clicking the "Add and Invite" button. This action finalizes the invitation process, and an invite email will be sent to the selected team member.

Step 7: Accept the Invitation

The invited team member will receive an email containing the invitation. They should follow the email instructions to accept the invitation and join your team.

Step 8: Review Member Details and Actions

Back in your Dashboard, a screen will display complete details of the new team member, including their name, email, and assigned permissions. From this screen, you can take various actions, such as editing or deleting the member if necessary.

Congratulations, You're All Set!

You've successfully navigated through the process of inviting and managing team members within the dashboard. With these steps, you're well-equipped to foster efficient collaboration and ensure that each team member has the right permissions for their role.

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