1. Navigate to https://app.podup.com/home

2. Click "Start"

3. Click "My Team"

4. The "My Team" page displays each team member's

• Full name: First and last name
• Email: Their work email
• Role: Their role in the company which connects with permissions they are given in PodUp
• Status: Indicates if they are an active or inactive employee
• Action: Allows you to edit their profile *See Step 21

5. Click the "Search text here..." to search for a specific team member

6. Click "All" to filter the status of your employees

7. Click "Search" to run the filters

Click "Reset" to clear the filters

8. Click "Add team member" to add a new team member to PodUp

9. Enter their first name to the "Your First Name" field.

10. Enter their last name to the "Enter Last Name" field.

11. Enter the team member's email in the "Email" field.

12. Enter the employee's phone number to the "Enter Phone number" field.

13. "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

14. Click "Custom role" and it will open a green box - to create a custom role click "Create custom role"

15. Enter the role name and role description into the first 2 boxes

• This role name and description will be displayed under "Role" for all team members as a possible job option for them

16. You can adjust permissions by opening a category and selecting the blank squares next to the particular feature. The blue check box means the person has access to that feature.

• For example, in this image the team member would have access to Guest Manager but not Guest Inviter

17. Click "Save" to save the Role for your team

18. See "Module permissions" to view the permissions and its icon for the selected role

• Tip: If you have selected a role scroll down to module permissions to remind yourself what that role has access to

19. Select what website you want them to be a team member for by clicking the blank box

20. Click "Save" to add your employee to your employee list

• If any of your fields are left blank, it won't let you save the employee. All fields must be filled in

21. To edit the permissions of an employee, click "Edit"

22. Edit any permissions of their profile then save the changes by clicking "Save"

You can also remove the team member entirely in their profile