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How to add a team member?

Rida Ahsan avatar
Written by Rida Ahsan
Updated over 2 months ago

You can watch the video below or follow the steps to add a team member.

Step 1

Go to More tab

Open PDF Maker extension and go to the More tab.

Go to More tab

Step 2

Go to Manage Teammate Section

You'll see the manage teammates section, there you'll see a button named as Manage

Go to Manage Teammate Section

Step 3

Invite Teammate

Click on the Invite Teammate button to invite your teammates.

Invite Teammate

Step 4

Fill the details and Invite

Fill the airtable email of the teammate, Select the role which can be editor or read only withe read only role teammate can only generate the pdfs and in editor role the teammate can also edit the templates. The Final step is to select the templates like you can give access to specific templates or all the templates. After you are satisfied with details then Click on Invite Teammate

Fill the details and Invite


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