Introduction
Managing your PDF Maker workspace efficiently means collaborating with the right people. Adding team members not only streamlines document creation but also lets you delegate tasks such as viewing or editing templates. In this guide, we’ll walk you through the entire process of inviting teammates to your PDF Maker workspace. You’ll learn how to add a teammate by entering their email, choosing their role, and assigning the necessary template permissions. Remember, when your teammates use your templates, it counts toward your quota, so assigning roles correctly is crucial.
Step-by-Step Process
1. Log in to your PDF Maker app and navigate to your workspace dashboard.
Click on the Teammates table located on the sidebar or main dashboard.
2. Click “Invite Teammate”:
Once in the Team Mates section, click on the Invite Teammate button.
3. Input Email Address:
In the provided field, type the email address of the person you want to invite.
4. Select Role:
Choose the appropriate role for the teammate. There are two roles available:
Read: The teammate can only view PDFs in your workspace.
Editor: The teammate can edit templates in addition to viewing PDFs.
5. Select Editor- The teammate can edit templates in addition to viewing PDFs.
6. Select Template from the dropdown
7. If needed, define specific templates that the teammate will have access to.
Important Note: When teammates use your templates, their activity counts toward your quota. Be meticulous when assigning roles and templates.
8. Review & Confirm:
Double-check the email, role, and template permissions assigned.
Click “Invite Teammate”:
Once verified, click the Invite Teammate button to send the invitation.
9- Invitation Sent:
The invited teammate will receive an email with a link to join your workspace.
The teammate must go to the Dashboard, where they will be added to the owner's Workspace.
Importance of Add Teammates-
Enhanced Collaboration:
Inviting team members enables smooth collaboration by clearly defining who can view or edit your templates.Controlled Access:
By assigning specific roles (read or editor), you can control the level of access each teammate has, ensuring your workspace remains secure.Optimized Resource Management:
Since usage of your templates by teammates counts toward your quota, careful role assignment helps prevent quota overages and maintains cost efficiency.Streamlined Workflow:
Delegating tasks to team members allows you to focus on high-priority activities, knowing that document creation and management are handled efficiently.
Conclusion
Adding team members in PDF Maker is a simple yet powerful way to enhance your team’s productivity and manage your workspace effectively. By following this guide, you can easily invite teammates, assign the appropriate roles, and set the necessary permissions for template usage. This not only ensures that your team collaborates effectively but also safeguards your quota by preventing unauthorized or unnecessary template usage. Embrace this collaborative approach to streamline your document workflows and boost overall efficiency in your organization.