How to Add your Team Members on webdew Client Portal?

With webdew's Team feature in the Client Portal, you can add coworkers or team members, work together more effectively, streamline communication, and ensure everyone is on the same page.

How to add a co-worker to your team?

1. Log in to your Client Portal.
2. Click on your Profile photo located in the top right-hand corner of the screen.
3. From the dropdown menu, select "Team." This will take you to the client team management page.
4. Click on the "Add" button.
5. A form will appear. Enter the necessary details of your team member, such as their name and email address.
6. Click the "Add" button to add the coworker to your team.
7. webdew will automatically generate an email notification to the team member, inviting them to join the client team.
8. Upon receiving the invitation email, the team member can click on the provided one-time login link. This link will instantly grant them access to the Client portal. From there, they can set a password for future logins or continue using the email login option.
9. Once the team member has successfully logged in, they will have access to the client team's orders and projects. They can view orders they are added to, send messages, submit intake forms, and create requests in task-based subscriptions. 

Note:

• The added team members cannot manage payment details or access invoices issued to other team members.
• A team member can belong to multiple client teams, but they cannot create their own team. Although, they can still place orders through their personal account without any restrictions.