Inviting the team to your calendar is a two-part process:
- Invite the team member to your account.
- Allocating them to an events calendar.
1. Invite Team
When you log into your account, click on Team Members under Editor CMS or Sales CRM. For accounts with more than one calendar, you can click directly into Team Members under Sales CRM.
Next, click on +Invite Team Members.
You will be able to invite as many people as you would like on the Invite Team Members page. Start by (#1) entering the email and then (#2) send the invite. Once you have finished inviting team members, click (#3) Home. *(Members you invite on this step can be Sales or Editors, you will allocate permissions on the next step).*
2. Allocation and Managing Access
On a site-by-site basis, you can manage team access. This gives you the power to grant different users access to specific calendars. By default, invited team members won't have access to a calendar. They will only have access once granted by an admin.
Make sure you select the *calendar your user will need access to (if applicable) and the section, Editor CMS or Sales CRM, the user will fall under. You will need to Edit the team members to allocate permissions. *You will need to give your user access to each calendar they will use, you cannot bulk provide permissions to an individual user.
Choose the email for the permitted user(s) and save! You can add as many emails as you like before saving.
An introduction email will be sent to the editor granting them access to the calendar.