Adding a New Member to Bisner
Managing your team and ensuring that everyone is connected is essential for a seamless workspace experience. Bisner offers an intuitive way to add new members, making it easier to keep your community engaged and informed.
Step-by-Step Guide to Adding a New Member
- Access the Members Section Begin by hovering your mouse pointer over the cogwheel icon located at the top right of the Bisner platform. Once highlighted, click on 'Members' to enter the section where you can manage users.
- Initiate the Member Addition Process On the left-hand side of the Members page, you'll find a plus icon. Clicking this icon allows you to start the process of adding a new member to your workspace.
- Enter Member Details A form will appear where you need to input the new member’s details. Fill in the required fields: name, email, and company. You also have the option to toggle on "Send welcome email" if you'd like Bisner to automatically send a welcome message to the new member.
- Assign User Role and Location Next, click on 'Options' to assign a specific user role to the new member. This step is crucial in ensuring that each member has the appropriate access and permissions within the platform. Additionally, you can select the member’s location to ensure they're integrated into the correct workspace.
- Finalise the Addition Once all the details are in place and you've reviewed everything, simply click "Add member" to complete the process. The new member will now be part of your Bisner community with the status pending until they set up their account password or login via SSO.