Here's a guide on how to add team members to your project and effectively manage their roles:

Inviting Team Members

First, make sure you're working on the correct project at the top left corner of the service.

If you need to create a new project or switch to another, refer to this article.

Navigate to "Users and Permissions" in the menu to manage team members. If you have created this project, you will always see yourself as the owner on this screen.

To add a new person to the project, click "Add member".

A pop-up will appear for sending an invitation.

Enter your colleague's email address accurately.

Select the appropriate role for your colleague. Each role – owner, editor, viewer – has its own functionalities.

Functionality for Each Role

Owner - has full access to all service functions, including creating/editing onboardings, adding A/B tests, inviting members, and managing member access.
Editor - can modify onboardings, including creating/editing onboardings and adding A/B tests, but cannot invite new users or change user roles.
Viewer - have read-only access and cannot edit onboardings, A/B tests, or invite others.

After entering the email address and selecting a role, click "Add member" to send the invitation, or "Cancel" to cancel the action and close the window.

After clicking "Add member", a new row with information about them will be added to the screen. The team member will receive an email invitation.

The list of members displays all users in the project and their information: email, role (owner, editor, viewer), active status (yes/no), and actions.

What Each Column in the Members List Means

Member: Displays the registered email addresses of all team members. It's the primary identifier for each member and is used for sending invitations and notifications.

Role: Shows the assigned role of each team member: owner, editor, or viewer.

Active: Indicates whether a team member has accepted the invitation or not.

Yes: The member has accepted the invitation and has access to the project.
No: The member has been invited but hasn't yet accepted, and therefore doesn't have access.

Actions: Provides options to manage each team member's participation in the project: remove a team member, change their status, or resend the invitation (if the colleague hasn't accepted it).

Settings: Enables the owner to change the role of a member, adjusting their level of access and capabilities within the project
Send invite: allows to re-send an email with the invite for users who haven't accepted the invite
Remove Member: Allows the project owner to revoke access for a team member.

Changing Roles:

To change a colleague's role, click on "..." next to their name in the "Actions" column and select "Settings".

In the pop-up, select a new role from the list and click "Save changes" to update their role and functionalities or cancel to leave the role unchanged.

Resending the Invitation

If a colleague hasn't accepted the invitation (active status is No), resend the invitation by clicking "Send invite" in the "Actions" column. Confirm the action in the pop-up.

Removing Access:

To remove access, select "Remove member" in the "Actions" column. Confirm the removal in the pop-up.

You can add as many users as necessary.

Accepting the Invitation:

After the project owner sends an invitation, you should receive an email from connect@onboarding.online.

The email will have the subject: "Invite to Onboarding Online Project" and will include the name of the project you've been invited to, along with an invitation link.

To accept the invitation, click on the link in the email. This action will direct you to the sign-up screen at Onboarding Online.

If you are new to Onboarding Online and have never registered before, you will need to enter your email and password in the sign-up form.
If you already have an account, simply click on the "Sign in" link and enter the email and password of your existing account.

After successfully logging in or signing up, an invitation pop-up will appear.

By clicking "Yes" on this pop-up, the project you've been invited to will be added to your list of projects.

If you click "No", the project will not be added to your list, and you won't have access to it. To gain access, you can either click on the link in the email again or ask the project owner to resend the invitation.

If you still have any questions, you can refer to this article.