How to add members to my new Team Plan?

Adding a member to a Team Plan

You can start adding members to the team plan as soon as you purchase the Team plan, if you are the Owner or once you are assigned an Admin role.

To add members:

• On the left side panel, click the downwards double arrow
• Select Account
• Switch to the Users tab
• Enter the email address of the user you would like to invite under Invite People and click on Invite or copy and send the invitation link

Adding a member to a Team Plan

• Once the users are added correctly they will receive an email invitation to join the team and register if not already registered.

FAQ

How do I change a team member? Do I need to delete one of the team members to add a new one?

Only an Owner or an Admin can add or remove a member from the Team Plan. You can add members until all of the Team Plan seats are filled. If your Team Plan has reached the seat limitation of the plan, you will need to remove an existing member to add a new member or upgrade the plan to add more seats.

I have mistakenly removed a member. How can I add them back?

You can simply add the member again using the same steps you used the first time. Refer to our help article on how you can manage the members on your Team Plan for more information.

What are the user roles and permissions inside a team plan?

You can read about the user roles and permissions in detail from our help article on User roles and permissions inside Creately Team plans

For further questions with regard to team plan subscriptions, please contact support.