Adding & Editing Team Members

We recommend adding team members into the Broadly app to help you manage customer communications, send review requests, and track individual and team performance. 

Only Admins have the ability in the Broadly App to edit, delete or invite other Team Members.

To add a Team Member into the Broadly app:

1. Navigate to "Team" in the main left-hand menu.
2. Select "Team Management" in the menu that populates.
3. Select the blue "Invite" button in the upper right-hand corner
4. Enter the new team member's name, phone number, email, and job title.
5. Select the appropriate App role. Check out our article on Team Permissions to give each member the desired level of access. 

To edit or delete a Team Member: 

1. Navigate to "Team" in the main left-hand menu.
2. Select "Team Management" in the menu that populates.
3. Select the team member's name.
4. Select "Edit" in the upper right-hand corner of the screen and update the desired information.
5. If you wish to remove a team member from the app, select "Remove from Team" at the bottom.
6. Make sure to select "Save" in the upper right-hand corner of the screen to save your changes

You can also start tracking your team's performance by Associating Team Members with Reviews.