Add a Member

Only Owner users can add and remove members from an organization.    

Important Note

• If an organizational user is given access to an agency, they'll have access to all categories in that agency. If additional categories are added in the future, the user will not have access to the new categories by default.
• The account information will be listed in this section. Unless the account includes unlimited members, there is a limited number of user licenses, including a set number of Owner's licenses. Additional licenses can always be purchased for the account if needed, to add additional members. Contact your Customer Success Manager for pricing. 

Instructions

1. Navigate to Profile, then select Manage Organization.
   
   
2. Select the Members tab.
   
3. Click New Member.
   
   
4. Complete the remaining information.
   
   
   • Avatar: Upload a photo for the member's profile.
     Note: We recommend a square image for an avatar. In addition, please note that we convert the avatar to 150x150 pixels. We recommend uploading this specific size.
   • Email: Add the user's email address.
     Note: If the email doesn't have a SeeClickFix 311 CRM account, we will send them an email to create one.
     Note: If the user email already has a SeeClickFix account, the Display Name, Default Language, and Default Time Zone will automatically populate based on their account details. The user will need to accept the invite to your organization before these fields can be edited.
   • Display Name: This is the name that will appear publicly to residents. This can be changed by the user at any time.
   • Handle: This is an internal name that can be used to "tag" other users in an internal comment. This allows users to easily ask a question or loop in another member of the team on a Request. Once created, the handle cannot be changed.
   • Default Language: Our system can be translated into multiple languages. However, this translation only applies content generated by our system. In other words, this will not translate any user-generated content.
   • Default Time Zone: Select the time zone for the member.
   • Organizational Role: Select a role from the list. For a more detailed description of members' roles, see our guide.
     • Owner
     • Manager
     • Internal Personnel (this role is only available for organizations with the Work package turned on)
     • Requester (this role is only available for organizations with the Work package turned on)
   • Category Restrictions: Choose if you wish to restrict member access by request category.
5. Click Add Member.