Content marketing is a team sport, so here's a quick walkthrough of how to add (invite) team members, configure calendar access and roles, and delete them if they get kicked off the team.
The Divvy Details
Adding A Team Member
Admins and editors can add team members a few different ways, but we'll start in the Calendar Admin. Click the Team Members tab in the left-side navigation bar and you will be presented with a team member management interface that lists all current team members within the account.
To start the invite process, complete the following steps:
- Locate and click the orange Add Team Member button in the upper right hand of this interface. This will trigger the Add Team Member form (overlay).
- Fill in the required/relevant fields (First Name, Last Name, and Email Address)
- Important Note: If you want this Team Member to be a Reviewer-only user, then check that box.
- Click the Add Team Member button - This will send an email invitation to the newly added team member with login instructions.
Configuring User Roles (Permissions) and Calendar Access
Once you've added the new team member, you'll immediately be presented with another screen that allows you to specify the new user's role/permissions on each calendar. If a user shouldn't have access to a certain calendar, don't select a role.
User roles can also be configured later on (anytime) by hover over a team member's name, which displays two options: View/Edit User and Delete User. Click View/Edit User to bring up Edit Team Member overlay. Proceed with role assignment.
Within the overlay you will be presented with all the Parent (Enterprise) and Child Calendars. You can give a user role on a Parent Calendar and have that role propagate to all roles below of select a role on a per calendar basis. A user can have no role on a calendar(s) if you wish (see screen below). When you have the roles decided, click the green Next button to enact them.
Deleting a Team Member and Reassigning Their Content
Need to remove a team member? Do they own content that needs to be reassigned? Divvy has you covered.
You can delete a team member and reassign the content they own in the Calendar Admin section, when on the Team Members tab. Hover over the team member you need to remove and locate and click the blue delete option (screen below).