Navigating Team Members:

The Team Members section can be found within the General Settings within the Team Settings. After you click the Team Members section you will brought to the main section where you will be able to manage your team members. When you select the main page you will be displayed the following:

1. Search: Able to search for other team members by email addresses and names
2. Status: You can see whether the team members have active access to Erxes or not
   • If the status says deactivated, it means their application cannot be validated and they can not be logged in. If this occurs, double-check the email and send an invitation again
3. Email: You can click on the refresh button under the actions column to send an email invitation again
4. Edit: You can click on the pencil button to edit the team members information and invitation
   • Click on Links to register the members’ Facebook, Twitter, Youtube, Website, etc
   • Click on Other to select the member’s groups and channels. These can be adjusted at any time
5. Reset Member Password: You can reset the select member's password

Inviting Team Members:

After locating the Team Members page you will need to follow these steps in order for you to invite your fellow colleagues and members:

1. Click +Invite Team Members
2. Invite Team Members pop up menu will show
3. Within the menu you will have the following:
   1. Email Address: Register their email
   2. Password: Enter a password
   3. Permission: Select the Permission group
   4. Channel: Select the channel you wish to add them to
4. Click Save
5. An email will then be sent to the team member’s email address. After clicking on the link provided, the team member will write their name and create a new password to access Erxes

When the Invite Team Members pop up menu you appears you will see that you have 3 rows of members you can add, however if you want to add multiple team members you have the options Add Another or Add Many at Once. This is the difference between the two options:

Add Another

By clicking the Add Another option you will be able to add another row of email, passwords, permissions, and channels. Essentially adding row of information for another member. If you have a team that has less than 10 members we suggest that you choose the Add Another option.

Add Many at Once 

By clicking the Add Many at Once option you will be brought to another menu screen where you will be able to enter multiple email addresses. Make sure to seperate each email by a comma. If you have a team that has more than 10 members we suggest that you choose the Add Many at once option.