Building a cohesive team is essential for effective internal communication. Udext makes it easy to invite and manage your team members, ensuring everyone is on the same page.
Adding Team Members
To add a team member to the Udext dashboard, and click on the 'Team' under the settings tab.
Click on the 'Invite Team Member'. You can invite as many team members as you wish.
When inviting a new member, you'll need to provide their basic information:
First Name
Last Name
Email
Phone Number
Position
Role (Admin or Member)
Once you've filled out a team member's information, an invite link will be sent to their email.
Understanding Roles
In Udext, there are two primary roles:
Account Owner:
Has full access to the platform, including organizational settings, inviting team members, and managing contact settings.
Admin:
Similar access to the Account Owner but with certain restrictions. Admins cannot change organizational settings, invite new team members, or update team member settings.
User:
Designed for team members primarily responsible for communication. Users can send and receive messages but cannot add/update/delete contacts, or change organizational settings, or invite team members. This role focuses on communication without data editing privileges.
Managing Team Members
Admins have the authority to deactivate or delete other admins if necessary. This ensures that only the right individuals have access to sensitive settings and data.
To deactivate a team member, go to the 'Team' tab and click on the 'Deactivate' button.
It will ask for a confirmation, and once confirmed, the team member will be deactivated.
If you'd like to re-activate the team member, you can follow the same steps above to do it.
Questions? Chat with us or email [email protected]