What this does: Team members are people you add to your Gatheroo account – they log in with their own credentials and can work on requests, contacts and other areas depending on their role. The number of team members you can add depends on your subscription plan.

How to add a team member

  1. Go to Team Members in the left-hand menu.
  2. Click Add Team Member.
  3. Enter their email address and select their role (Admin or Member – see Understanding User Roles and Permissions for details on what each role can do).
  4. Click Send Invitation. They’ll receive an email inviting them to set up their account.

What the invited team member receives

The invited person gets an email with a link to create their Gatheroo login. They must use the same email address the invitation was sent to. Once they’ve set their password, they’ll have access to the account with the permissions matching their assigned role.

Removing a team member

To remove someone’s access, go to Team Members, find the team member and click Remove. Their access is revoked immediately.

Changing a team member’s role

See Understanding User Roles and Permissions.