This guide offers a straightforward, step-by-step approach to adding team members on PodUp, ensuring you can efficiently expand your team. It details the roles available and their specific permissions, allowing you to make informed decisions about team access. By following these instructions, you can seamlessly incorporate new members into your workflow.
1. Navigate to https://app.podup.com/home
2. Click "Start"
3. Click "My Team"
4. Click "Add team member" to add a new team member to PodUp
5. Enter their first name to the "Your First Name" field.
6. Enter their last name to the "Enter Last Name" field.
7. Enter the team member's email in the "Email" field.
8. Enter the employee's phone number to the "Enter Phone number" field.
9. "Role" displays 4 premade job roles that have specific permissions granted to each role and an option to make a custom role
Admin: Can access everything
Manager: Dashboard, Guests, WebBuilder, Site Configuration, Support Your Customers, My Content, Email Marketing, Lead Magnets, Monetize, Configuration, Analytics, and File Manager
Content Managers: Dashboard, tools and Resources, Web Builder, Site Configuration, My Content, Configuration, Analytics, AI Content Creation, File Manager
Studio Managers: Dashboard, Web Builder, Site Configuration, My Content, Configuration, Analytics
*Tip: If you have selected a role scroll down to module permissions to remind yourself what that role has access too
10. See "Module permissions" to view the permissions and its icon for the selected role
11. Select the website you want the team member to be a part of by clicking the check box
12. Click "Save" to add your employee to your employee list