Getting your team onboard with Perfect Workspace is designed to be straightforward and seamless. We understand the importance of efficiency and ease in expanding your team’s capabilities. To ensure you can invite as many teammates as necessary and get everyone up to speed quickly, we’ve prepared a user-friendly guide to walk you through the process. This ensures you have all the tools and support needed to make your team’s collaboration more efficient and enjoyable. Ready to enhance your team's productivity? Let’s get started!
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How to Invite New Users and Set Up User Permissions in GoPerfect
Inviting New Users
- Access User Management: Navigate to the 'User Management' section within your GoPerfect dashboard.
- Add Users: Click on the 'Add Users' button to open the user invitation interface.
- Enter Email Addresses: Input the email addresses of the individuals you want to invite.
- Send Invitations: After entering the email addresses, click 'Send Invitations' to notify the new users via email.
Setting Up User Permissions
- Select User: From the 'User Management' list, click on a user to modify their permissions.
- Adjust Permissions: In the user's profile, select the permissions or access level you wish to grant.
- Save Changes: Confirm the adjustments by clicking 'Save' to apply the new permissions.
This process allows you to effectively manage who has access to your GoPerfect platform and what they can do within it.
Removing a user from the GoPerfect platform:
- Access the Dashboard: Open the GoPerfect dashboard.
- Team Icons: Navigate to the team icons.
- User Options: Find the user you want to remove, click on the three dots next to their name.
- Remove User: Select 'Remove' from the dropdown menu to delete the user.