Current Capabilities
Full Access for Invited Users:
Purpose: Invite team members such as office admins, salespeople, head of marketing, spouses, or business partners.
Access Level: Users you invite will have full access to your WarPlan AI account, meaning they can view, change, edit, and delete information.
How to Invite a User
Navigate to User Accounts: Go to the User Account section in WarPlan AI.
Add a User:
Email Address: Enter the email address of the person you want to invite.
Invite: Click the button to send the invitation.
User Access: The invited user will receive an email allowing them to access your WarPlan AI account with the same privileges as you.
Future Capabilities
User Permissions:
Customization: In future updates, you’ll be able to set specific permissions for each user.
Access Control: Control what sections of WarPlan AI each user can see and interact with.
Example: Allow your office admin to manage daily operations but restrict access to financial data.
Summary
The User Account section is essential for collaborating with your team in WarPlan AI. While full access is the current standard, look forward to more granular user permissions in future updates.
Steps Recap:
Enter the email address of the person you want to invite.
Send the invitation.
The invited user will have full access to your WarPlan AI account.
Future Update Preview:
Customizable user permissions to limit access to specific sections and functions.
Keep an eye out for future updates to enhance your user management experience in WarPlan AI.
Tags: User Accounts, Settings