Adding a Team Member

Modified on Thu, 21 Aug at 1:20 PM

Quick Guide

⚠️ Important: Do not overwrite an existing profile to add a new team member. Always use the +Add Team Member button to avoid login conflicts.

Steps

In My Profile, select the Team Members tab.
Click the green +Add Team Member button.
Set the team member’s Role:
- Web Admin – Can edit the entire website.
- Web Subscriber – Can edit only their own profile.
Complete all required fields (*). Add optional details such as a bio or profile photo.
Scroll down and click Submit for Approval to send changes to Compliance.
Once approved, the new team member will appear in the Team Members tab. They can log in using your environment’s login link.

Full Guide

1. Navigate to My Profile.

2. Select the Team Members tab in the top header. This will bring you to the page that lists everyone in your team.

3. Click the green +Add Team Member button at the top of the list.

IMPORTANT: Do not add a new team member by editing or overwriting an existing team member’s information.

Doing so will create a conflict and prevent the new team member from logging in to Digital Agent. To add a new team member properly, always use the +Add Team Member button.

4. To add the new team member, you must first set their Role:

Web Admin: The team member is able to edit the entire website.
Web Subscriber: The team member is only able to edit their own profile.

5. Fill in all required fields that have been marked with an asterisk (*). Add any additional fields such as a bio or profile photo if desired.

6. When you are finished making changes, scroll to the bottom of the page and click Submit for Approval to submit your changes to Compliance for review.

7. The new team member will now appear in the Team Members tab. They can log in using your environment’s login link and will have access to make changes to the website.

Note: Depending on your environment, the team member's contact information may be automatically added to the footer after they have been approved. If you do not see their information, please contact your marketing rep.

IMPORTANT: Adding and displaying a team member's profile on your web page is a two-step process.

When you add a team member, their information will NOT automatically be displayed on the website.

You must also add a Team Member Profile web gadget to the page where you'd like their information to display. See: Displaying Team Member Profiles on Your Website

If you team member has never logged in to the Digital Workspace before, they must first set their password before they can make changes. See: Setting or Resetting Your Password