Adding a New Team Member

Mathew Harvey

Welcome to the walkthrough for adding a new team member on the Quicker Engagement Platform. Follow these simple steps to get your new team member set up quickly!

Step 1: Navigate to “Your Team”

In the main navigation menu, click on Your Team. This is your central hub for managing all team members.

Step 2: Add a New Team Member

Click the Add Team Member button.
You will see a form with the following fields:
Full Name: Enter the team member’s full name.
Email: Provide their email address.
Password: Set a secure password.
Phone: Input their contact number.
Platform Role: Choose the appropriate role from the dropdown menu:
- Contractor
- Community Manager
- Project Manager
- Platform Administrator
For more details on what each role entails and the access levels they provide, please visit the Knowledge Base or check out the Team Access & Controls section.
Profile Photo: Upload a photo to help personalize the team member’s profile.
Send Details: Decide whether to send login details automatically:
- Check Send login details to this team member to have the system send the information right away.
- Alternatively, you can choose to send the details manually later.
Once you’ve filled in all the information, click Next.

Set Permissions

On the next page, you’ll assign specific permissions to the team member. Some permissions may be disabled based on their chosen role.

Permissions Overview

Conversations
Create Conversation
View Conversation
Delete Conversation
Stakeholders
Create Stakeholder
View Stakeholder
Delete Stakeholder
Projects
Create Project
View Project
Delete Project
Moderation
Manage Submissions
Moderation Center Access
Reports
View Reports
Export Reports

Simply toggle the permissions as needed to match the team member’s responsibilities.

That’s it! You have successfully added a new team member and configured their permissions. If you need more information or assistance, please refer to our Knowledge Base or contact support.