Adding users to teams

How to add a user to a team in the Web Portal.

Callum Coombes avatar
Written by Callum Coombes
Updated over a week ago

Please note, in order to add a user to a team they first need to be in your company. See instructions on how to invite a new user to your company here.

To add a user to a team:

  1. Ensure you are logged into the Safepoint Portal and you are either a Company Admin or a Team Admin of the team you are adding the user to.

  2. Open your team's settings by clicking on your team's name in the menu on the left and then clicking "Settings" in the top right of the screen.

  3. Scroll down to the bottom of the "Team Users" section and click "Add Member +".

  4. Add users to the team by clicking the "Add" button next to the appropriate name/email address and click "Close" on the dialogue when you are done.

  5. The users you selected will now be in the team, don't forget to give them team permissions!

Team users can have any of the following team permissions selected:

  • Guardian - This permission will allow the user to use the Safepoint Portal to see the tasks of other users in this team and receive their alerts.

  • Team Admin - This permission will allow the user to manage this team by changing the team's settings or inviting/removing team members.

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