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Adding a Team Member

Learn how to add a team member.

Updated over 7 months ago

Adding a Team Member in olooa

Collaborating with others is a key part of content creation, and olooa makes it simple to add team members to your channel. Whether you're working with freelancers, contractors, or internal team members, you can easily assign roles, set custom permissions, and manage access levels all within the platform.

In this article, we’ll walk through how to add a team member, assign roles, and configure their access settings.

How to Add a Team Member

  1. Go to the Team Tab

    • Open the project where you want to add a team member. In the project view, navigate to the Team tab.

  2. Click Add

    • In the Team tab, click the Add button to begin adding a new team member.

  3. Enter Their Email

    • In the pop-up window, enter the email address of the person you want to invite to the project. This email will be used to send an invitation to join the project on olooa.

  4. Assign a Role

    • Choose a role for the team member from the dropdown list (e.g., editor, designer, manager).

    • You can also create a Custom Role if none of the default roles match your needs. Custom roles allow you to define specific responsibilities and permissions for the team member.

  5. Add an Auto Assignment (Optional)

    • If you want the team member to be automatically assigned to certain tasks or stages within the project, you can set up an Auto Assignment. This will automatically add the team member to the specified stages or tasks whenever a new project is created.

  6. Adjust Access Levels

    • In the access settings, you can control the team member’s permissions. Adjust their access based on what you want them to be able to view or modify within the project.

      • For example, you might give them full access to edit content or limit them to viewing specific stages.

  7. Save and Send Invitation

    • After configuring the role and access levels, click Save. An email invitation will be sent to the team member, and they’ll be able to join the project once they accept the invitation.

Why Adding Team Members in olooa is Beneficial

  1. Streamlined Collaboration
    By adding team members directly within olooa, you centralize your project management and keep everything organized in one place. This makes collaboration smoother, with everyone working on the same platform.

  2. Customizable Roles
    Whether you're working with content creators, editors, or managers, olooa allows you to assign default or custom roles to ensure everyone has the right level of responsibility and access.

  3. Control Over Access
    Adjusting access settings ensures that team members only see and interact with the parts of the project relevant to them. This provides an extra layer of security and organization, especially for larger projects with multiple contributors.

  4. Auto Assignments for Efficiency
    Auto-assigning team members to specific tasks or stages saves time and ensures that responsibilities are clear from the start. This helps keep the workflow smooth and reduces the chances of tasks falling through the cracks.

Need More Help?
If you have questions about adding team members or configuring roles, feel free to reach out to our support team or explore more help articles in the olooa Help Center.

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