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Add a team member to your outlet

Learn how to add a team member to your eola outlet, invite them to join, assign permission levels, and manage access as your team grows.

You can invite a team member to join your outlet as an instructor at any point. We use the term instructor to cover multiple user types; for your outlet they may be office staff, volunteers or other team members supporting the running of your outlet. 

To add a team member go to Toolset -> Team -> Add Team Member 

You'll be invited to add their email address (this is the email address they'll use to sign in to eola on a regular basis). 

You'll also be asked to select their permission level. You can read more about permission levels by going to Toolset-> Team -> Permission sets. 

Once you have inputted their email address and selected their permission level, press 'Add'. The team member will be sent an email directly from eola, inviting them to join. They should follow the directions within the email. 

Helpful tips: 

  • Remember, permission levels can be changed at a later date, should you find your team don't have enough editing capability (or too much!) 
  • If the team member is unfamiliar with eola then we would advise you give them a brief run through of how you use it in line with your own operations, particularly if they have permission above a basic level
  • Our help articles make a great training tool to use alongside your own team induction! Simply copy and paste the relevant help article URLs into your own document, that can be used in future