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How do I add/edit/remove staff?

Navigate to your business page by either clicking "My Business" in the left-hand menu or from the drop-down in the upper right. Scroll down to the section that reads "Our Team".

To Add a Staff Member:

You can add anyone to be an admin of your business profile by following these steps:

1. Login to Alignable

2. Go to your profile by clicking on your profile picture on the top right section of the site.

3. Once the drop-down opens, click on where it shows your business and your profile picture as seen below:

4. On the right side of the profile, you will see the "Our Team" section. Here, click "Add User" on the top right part of the box to invite a team member to join as an admin (see image below):

5. A popup will appear prompting you to fill out the information to invite a team member to join. To invite them, fill out the First Name, Last Name & Email and click "Save". After clicking save, the person you invited should receive an email to join Alignable. 

 

 

In the "Add User" box, enter the staff member's name, their email address, and a password for them to log into Alignable. This staff member can update their password themselves from their "Account Settings" once they're logged in. If the staff member should not/do not want to receive Alignable emails, they can update their "Email Preferences" accordingly.

Click the blue "Create User" button after entering the required information to successfully add the staff member.

To Edit a Staff Member:
Click the blue "Edit" link next to the staff member you'd like to edit. From the "Edit" box, you can update this person's name, title, email address, and photo. 

From here, you can also make this staff member the "Face of the Business". This means that they are the primary account owner for your business page.

Make sure to click the blue "Update User" button to save any changes you made.


To Delete or Remove a Staff Member:
If a staff member is no longer a part of your business or no longer wants to be associated with your business's Alignable account, you can remove them from the same "Edit" box. Click the red "Delete" button to completely remove this user from the business page. 

If you need any help with this process, please reach out to your Community Manager via the link below:

https://www.alignable.com/biz/messages/alignable

 

2 Comments

  • Avatar
    U-SUE Agents

    How can you add partners who already have accounts?

  • Avatar
    Gabe Ellis-Ferrara

    If each account is based at different physical locations, I would keep them separate. If all accounts are using the same address, however, I would recommend the following:

    1. Between the accounts, which one do you feel has the most amount of progress regarding profile and referrals? I would recommend deleting the ones that have the least amount of progress.

    2. Once you delete the profiles, ask the admin of the remaining profile to invite the business' employees via the "Our Team" section of the profile by clicking on the "add user" button on the top right of the section. Here is a step-by-step on how to do that:

    - Login to Alignable

    - Click on your profile picture at the top right and select "Edit Profile"

    - There you will see "Our Team" section

    - Select that and click the "Add User" button to add users to your Alignable business profile

    3. Each employee will get an email with an invitation to join. Follow the steps in the email and you will join the same business profile as the profile's current page admin.

    If you need any help with this process, feel free to reach out to your community manager.

    Edited by Gabe Ellis-Ferrara
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