Adding Teammates
This comprehensive guide is designed to walk you through the entire process, offering best practices, addressing common issues, and answering frequently asked questions.
Table of Contents
How to Add Teammates
Registration & Logging In Best Practices
Common Issues
FAQs
How to Add Teammates
Go to the My Team page from your dashboard: https://dashboard.tallysight.com/my-team.
Keep in mind that only members with editor privileges can modify team member information. Should you have any inquiries about your access level, don’t hesitate to contact our support staff.
To begin adding a new team member, click the "Add new teammate" button located in the upper right corner; this action will direct you to a new page that outlines the steps for addition.
Complete the necessary fields on the form and then click the submit button to finish the process.
Adding Teammate Best Practices (Pro Tips)
To ensure you have the most secure experience, here are some best practices for adding teammates on Tallysight.
Verify Permissions: Ensure you have editor-level access before attempting to add a new teammate. If unsure, contact support to confirm your user status.
Accurate Information: Double-check the email addresses and roles assigned to new teammates to avoid permission issues down the line.
Immediate Follow-Up: Encourage new teammates to accept their invitations promptly. This helps to streamline the onboarding process and ensures they have access when they need it.
Role Assignment: Carefully consider the roles and access each teammate requires to perform their duties without compromising the security or integrity of your organization's data.
Common Issues
If you encounter any issues while making picks, we have provided some common issues with a solution. Adhere to the following.
Permission Errors: Users without editor-level access attempting to add teammates will encounter permission errors. Ensure you have the correct access level.
Invitation Not Received: Sometimes, invitation emails may land in the recipient's spam folder. Advise new teammates to check their spam or junk mail if they haven't received an invitation.
Incorrect Information: Entering incorrect details can lead to potential access issues. Always confirm the information provided is accurate.
FAQs
Q: What do I do if I don't have editor-level access but need to add a teammate?
A: Contact an existing editor-level member within your organization or our support team to either grant you the necessary permissions or to add the teammate on your behalf.
Q: How long does a new teammate have to accept their invitation?
A: Invitations typically expire after 30 days. If an invitation has expired, you will need to resend it.
Q: Can I revoke a teammate's access after they have been added?
A: Yes, access can be revoked or modified by an editor-level user at any time should the need arise.
Q: What should I do if a new teammate is experiencing issues accessing the system?
A: First, ensure they've completed all steps in the invitation email. If issues persist, please reach out to our support team for assistance.
Q: Are there any limitations to the number of teammates I can add?
A: The number of teammates you can add may depend on your organization's subscription plan. For specific limitations, refer to your plan details or contact support.