A guide to adding team members via the Team Members section in Divvy.
The Divvy Details
Inviting Team Members & Reviewers
There are three ways you can add team members to your Divvy account.
- You can use the persistent +ADD NEW drop down in the top right and select Team Member
- You can go to the Team Members section located in your Profile menu (top right).
- Or you can go to the Calendar Admin > Team Members tab.
Once there, click the orange Add Team Member button to display the Add Team Member invitation form. Fill in at least the required fields (First Name, Last Name, Email Address) and then click the green Add Team Member button (see Figure 31). If you would like the team member to utilize a Reviewer-only user seat, then select this option before clicking the Add Team Member button.
After you’ve clicked Add Team Member you will be presented with a screen that allows you to select the newly added team member’s role on a per calendar basis (see Figure 32). If you selected the Reviewer-only option on the previous form, then you will only be able to give the new user Internal Reviewer or External Reviewer roles on each calendar.
Assigning Access and User Roles Per Calendar
Each user can be assigned a different role on each calendar. For example, one of your team members might need to be the editor for your blog calendar, but they should be an internal reviewer on your social media calendar.
Once you’ve added a team member, hover over their name and a View/Edit User link will become visible. Click that link and you will be presented with an overlay that will show the calendars specific to your account, with a corresponding drop down for each (see Figure 33). Clicking on these drop down will provide you with the user roles available. Select the role that best applies for that team member on each calendar.
Selecting a role on a Parent Calendar will trigger a notification that the role selected will propagate to all the child calendars underneath it.
Once you’ve determined the best roles for the team member to have on each calendar, hit the green Next button.
Deleting a Team Member and Resolving Conflicts
If by chance you ever need to delete a team member from your account, it’s important that any calendars or content they own is reassigned to another user.
To delete a team member, either go to your Team Members management area (located in the top right drop-down menu) or the Calendar Admin > Team Members tab. Hover over the team member’s name and click the Delete User link (see Figure 34). The system will ask you to confirm your user deletion.
You’ll then be presented with a conflict resolution form (see Figure 35), which ensures that deleting a user doesn’t delete any calendars or content they may have created in your Divvy account. The system will search for any calendars or content items that this user owns and display drop-down selectors for each calendar.
If the team member created any calendars, they will be displayed in the “New Owner” column in the middle of this overlay. Select a new calendar owner from the drop-down menu.
If the team member owns any content items on these associated calendars, drop-down menus will be displayed for each calendar. Select a new content owner for those content items.