Adding & Removing Team Members (Users)

In this article, you’ll learn how to add and remove team members in the platform. These leaders are ones who will have user access to the platform, as opposed to individuals or leadership that shows up on the public-facing Market Center Attraction Site.

Navigating to Your Staff Page #

1. To get started, you’ll want to log into the platform with your main account — the one you used to purchase the platform.
2. Click on “Settings” in the lower left hand corner, then select “My Staff” from the vertical navigation that appears on the left side of the screen.

Adding an Employee #

1. Click the blue Add Employee button in the upper right.
2. Enter the employee’s information, including their name, email address, and phone number. If handy, add their signature as well. This will display when they send emails through the system or are the assigned user when an automated email is sent.
3. Hit the Save button in the lower corner.
4. They will receive an email notifying them that they have received access to the platform.

Removing an Employee #

1. Locate the employee on the My Staff page.
2. Hit the delete button, which looks like a trash can.
3. Type in DELETE in all caps, then hit the red Confirm Delete button.