One of the most important steps is to ensure all your relevant team members are added to the platform. This way, you can all collaborate and work more efficiently together.
In this article, we'll go over the following:
Inviting New Users to Perfect
Step 1: In your main workspace, click on "Your Teammates".
Step 2: Enter the relevant email address.
Step 3: Choose their relevant permissions: Admin, Creator or Collaborator.
Step 4: Click on "Invite Teammate".
Step 5: Then a pop up will appear to help you avoid invite or payment mistakes. To approve, click "Confirm & Invite". The user will be notified via email.
Editing User Permissions
Perfect lets you easily control each user's permissions level to ensure you can effectively manage who has access to your account and what they can do within it.
What are the different permission levels in Perfect?
Admin: The level with the most permissions. Admins can manage other users, assign roles, and create or edit all positions.
Creator: Can create and edit selected positions and invite collaborators.
Collaborator: Can edit selected positions and invite other collaborators.
When you need to edit the permissions of an existing user, follow these steps:
Step 1: In your main workspace, click on "Your Teammates".
Step 2: Scroll down to locate the user whose permissions you want to update.
Step 3: The user's permission level will appear on the right. Click on it and choose the relevant new permission level.
Removing Users from Perfect
When there are personnel changes in your company or if you simply want to manage your seat count in Perfect, you can easily remove users from your account:
Step 1: In your main workspace, click on "Your Teammates".
Step 2: Scroll down to locate the user you want to remove.
Step 3: Click on the 3 dots on the right side of the screen, and choose "Remove".
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.