If you are an admin, you can easily add a team member to Sion. Team members are generally members of your agency.
To add a team member, click your username in the top right of Sion. In the dropdown, select Account Settings.
This opens the general Settings page. In the left menu, click Team. The Team page will open.
In the top right, click + Team Member.
The New Team Member window will open. The Profile tab is where you can fill in all of the basic information about the new team member.
Enter the team member’s basic profile information and work email. Toggle the switch to Email the user a temporary password to make the login experience a smooth one. New users will be prompted to create their own password after their first login.
Next you’ll need to go through the remaining tabs and setup the following:
Set the team member’s role, job title, and software permissions on the Role & Permissions tab. See our article here for a breakdown on team member roles and permissions.
Determine if a team member can earn commissions and if so their statement schedule on the Statements tab. See our article here for details on enabling commissions for team members.
Set up any unique identifiers for integrated software on the Identifiers tab. See our article here on team member identifiers.
Decide if you want to create a standard email signature for the new team member on the Email Signature tab. Team members can also set up their own email signatures later. See our article here on email signatures.
When you’re done, click Add Team Member.