🌟 Hey there! ☁️
Looking to expand your team in the Simply-B2B?
You’ll learn how to Invite Team Members, assign specific roles, and configure permissions like Global Blacklist management ensuring each team member has the tools they need to contribute effectively. By following these steps, you'll set up an efficient, well-organized team structure that enhances productivity and keeps your operations running perfect. Get ready to take your team experience into a new heights!
1. Starting Point: Team Management Page 🗺️
If you’ve got just one team, simply click on the 'Team Members' tab to kick things off.
For those managing multiple teams, choose the team from the left side menu and then select the 'Team members' tab of that selected team. This is your gateway to growing your awesome crew! 🌱
2. The Magic Button: 'Invite Team Member' ✨
Once you’re on the Team Management page, look for the 'Invite' button. Click it, and like magic, the invitation window will appear, ready for you to start building your dream team! ✉️💫
3. Role Selection: Crafting Your Team 🔧
In the new window, you’ll choose the role and assign seats for your new member. It’s like casting a new actor in your play, making sure everyone has the perfect part in your team’s success! 🎭
4. Manage Team Blacklist Option 🔒
Another cool perk? You can give them control over the Global Blacklist, perfect for teammates who like keeping things secure and in order. 🔒
5. Final Step: Send the Invitation 💌
Once you’ve set all the permissions, click 'Invite'. The invite will zoom off to their inbox, and once they accept, they’re all set to log in and get started with your team! 🚀
Inviting new members should feel as smooth as this process. Now, you’re ready to build a strong and capable team to take your Simply-B2B journey to new heights! 🌟
✈️ Happy Team Building and Enjoy Your Simply-B2B Adventure! ✈️
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