How to add members into the dashboard?

Created by vigneshwari R, Modified on Mon, 4 Sep, 2023 at 11:17 AM by Harmeet Singh

The team section in the dashboard will help to provide, update access to team members. 


Adding a new member to the dashboard 


Step 1: In the dashboard, click the Team section from the left menu 



Step 2: Click Add New 



Step 3: Provide email, name, slug (name of the member), role which are mandatory; description, and social profile links not madatory but recommended. Then, click Add New User



After the above step, members will be added to the team section and credentials are sent as an auto-triggered email 


Deleting a member


Step 1: 


Click the bin icon under Action to delete the member from the dashboard



Step 2: 


Click Ok to confirm the delete





This will delete the member from the dashboard permanently


Edit the member roles


Step 1: 


Click the pencil icon to edit the members in the dashboard



Step 2: 


Select the role from the dropdown
















Click Edit User as shown above to update the details of the existing member


Note: Following are the roles and access rights 

  • Owner - can add, delete, and update details of all member roles  + can add, delete and update categories+tags
  • Admin - can add, delete and update subsequent roles like editor, content writer, contributor + can add, delete and update categories+tags
  • Editor - can update and delete content writer, contributor + can add, delete and update categories+tags
  • Content Writer - cannot directly publish content, can send for approval
  • Contributor - member cannot access the dashboard. The owner/admin can handle this member account



Role filters

 

Role filters can show the members of respective roles as shown below

 




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