Team Members Overview
[Note: This feature is available on the Pro / Agency / Convert / Scale and Maximize Plans. If you need this feature and you would like to upgrade to a different plan please contact us at support@convertri.com]
Video Tutorial:
Article:
It’s easy to add evil overlords or groveling henchmen (delete as appropriate) to your project, and you can add as many as you like for world domination at maximum efficiency.
- Click on the Account tab on the top-right menu, and click on Team on the left-hand panel. This will display all existing Team Editors and Team Managers.
Click Add New User in the top right-hand corner.
- Enter their name and E-mail. This will be the email address that they use to log in.
PLEASE NOTE: You cannot give access to an email address with a pre-existing Convertri account.
- Once you’ve added them, to make them able to see and edit your pages, you need to give them permission. Simply click on "Permissions" next to their name and email to do so.
You can grant them full access or just the specific domain. Blue means they are added to the site, a light grey means they’re excluded.
You can also grant them access to specific features such as Pages, Analytics, Memberships, or Cart by clicking on "Permissions" beside their name and email. Then, choose 'Permissions' from the left menu of the screen.
Access to the following means:
Pages - Gives the user permission to create, edit, and import pages, add and edit scripts, access, and edit shared headers and footers, and create and edit split tests.
Analytics - Gives the user permission to access analytics features.
Memberships - Gives the user permission to create and edit membership sites. It also gives users permission to add and edit members.
Cart - Gives the user permission to create and edit products, coupons, tax and shipping info, and view analytics as well as gives the user permission to access the Orders and Prospects screens.
To make a Team Editor a Team Manager:
- Click ‘Make Manager’ on your chosen team member. PLEASE NOTE: Making someone a team manager gives them the power to add or remove Team Members.
- Finally, to choose whether you want the dashboard to display Team Managers, Team Editors, or both: Simply use the checkboxes to customize who is displayed.