> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://socialv.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setup your account members

| WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE

* [Dashboard Member Section](#1-account-members)
* [How to invite new members](#1-invite-a-new-member)
* [Invitation email](#1-receiving-a-member-invite)
* [Manage existing members](#1-managing-a-member-account)
---

# Account Members

Add members to help you manage your SocialV account.
## Dashboard Members Section

To access your account's member section:

1. Click on the Account Details button
2. Click the tab for Members

![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/account-details-members_1yza2q.jpg)
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.

1. Enter a first and last name
2. Enter a valid email
3. Enter a cell phone number

![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-11-13-at-10293_14qe4xt.png)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.
---

## Removing an invited member

You may revoke an invite of a member that hasn't onboarded by:

1. Click on edit button *(pencil)* under the actions column
2. Click the *Remove* button
3. Confirm your want to **Delete This User**

![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/member-profile-edit_2aepey.jpg)
---

# Receiving a member invite

When a new member is invited, they are sent an email invitation with a call to action button.

![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/member-invite-v2a_y6d4hu.jpg)

To complete the invite:

1. 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

2. With the name and email fields pre-populated with your information, enter a 6+ digit password
3. Confirm the password
4. 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](#1-invite-a-new-member) flow.