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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 dropdown in the upper right. Scroll down to the section that reads "Our Team".

To Add a Staff Member:
If you want to add a staff member to your business account, click the blue "Add User" button that appears in the upper right of this section.

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

 

2 Comments

  • Avatar
    U-SUE Agents

    How can you add partners who already have accounts?

  • Avatar
    Alignable Support

    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 Alignable Support
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