Setup your account members
WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE
Dashboard Member Section
How to invite new members
Invitation email
Manage existing members
Add members to help you manage your SocialV account.
To access your account's member section:
Click on the Account Details button
Click the tab for Members
Under the Member Management section you will see your list of existing member. The member list details consist of:
Name
This displays the name of the member
Cell Phone
This is the cell phone provided by the member
Individual Roles
Owner: Can invite/remove members, edit existing members and roles, and access the account billing section.
Member: Can invite members.
User Alerts
Enable your member to receive an SMS message when a video is created by one of your customers.
At this time, only one member can receive an SMS message when a video is created
Action
Click on the edit button (pencil) to edit a members role or remove a member from the account.
To invite a new member, click the + Invite team member button to start.
Enter a first and last name
Enter a valid email
Enter a cell phone number
When all required fields are entered properly the Invite Member button will become active in the top right of the screen.
If you wish to exit at any time, click the Back button. Confirm you wish to leave the unsaved changes and you'll return to the Members section
The new member is pending until they accept the invite and successfully onboard.
You may revoke an invite of a member that hasn't onboarded by:
Click on edit button (pencil) under the actions column
Click the Revoke button
Confirm your want to Delete This User
When a new member is invited, they are sent an email invitation with a call to action button.
To complete the invite:
Within the email invitation, click on the Join Now button
You will be directed to the SocialV dashboard Finish Account Setup screen with a few details pre-populated
With the name and email fields pre-populated with your information, enter a 6+ digit password
Confirm the password
Click on the Create member account to be logged into your account
If you wish to remove a member or change the members role, click on the edit button (pencil) under the action column for the user you wish to manage.
Only an account owner can edit a member
After clicking on the edit icon, choose either Account Owner or Account Member as that members role.
After clicking on the edit icon, click on the Remove Member. Confirm that you wish to remove the member and that member will be removed from your account. Any attempts to log in by that member will not be successful.
To add that member back, you'll need to go through the Invite a member flow.
Dashboard Member Section
How to invite new members
Invitation email
Manage existing members
Account Members
Add members to help you manage your SocialV account.
Dashboard Members Section
To access your account's member section:
Click on the Account Details button
Click the tab for Members
Under the Member Management section you will see your list of existing member. The member list details consist of:
| Name | Cell Phone | Individual Roles | User Alerts | Action |
|---|---|---|---|---|
| Alphanumeric | Numeric | Owner/Member | Video Creation Alerts Toggle | Edit |
Name
This displays the name of the member
Cell Phone
This is the cell phone provided by the member
Individual Roles
Owner: Can invite/remove members, edit existing members and roles, and access the account billing section.
Member: Can invite members.
User Alerts
Enable your member to receive an SMS message when a video is created by one of your customers.
At this time, only one member can receive an SMS message when a video is created
Action
Click on the edit button (pencil) to edit a members role or remove a member from the account.
Invite a new member
To invite a new member, click the + Invite team member button to start.
Enter a first and last name
Enter a valid email
Enter a cell phone number
When all required fields are entered properly the Invite Member button will become active in the top right of the screen.If you wish to exit at any time, click the Back button. Confirm you wish to leave the unsaved changes and you'll return to the Members section
The new member is pending until they accept the invite and successfully onboard.
Revoking an invited member
You may revoke an invite of a member that hasn't onboarded by:
Click on edit button (pencil) under the actions column
Click the Revoke button
Confirm your want to Delete This User
Receiving a member invite
When a new member is invited, they are sent an email invitation with a call to action button.
To complete the invite:
Within the email invitation, click on the Join Now button
You will be directed to the SocialV dashboard Finish Account Setup screen with a few details pre-populated
With the name and email fields pre-populated with your information, enter a 6+ digit password
Confirm the password
Click on the Create member account to be logged into your account
Managing a member account
If you wish to remove a member or change the members role, click on the edit button (pencil) under the action column for the user you wish to manage.
Only an account owner can edit a member
Change member role
After clicking on the edit icon, choose either Account Owner or Account Member as that members role.
Delete a member
After clicking on the edit icon, click on the Remove Member. Confirm that you wish to remove the member and that member will be removed from your account. Any attempts to log in by that member will not be successful.
To add that member back, you'll need to go through the Invite a member flow.
Updated on: 14/11/2024