To prevent Typeflo's branding from being revealed to your customers, the default team member feature, which uses emails to invite new team members, requires modification. To add team members to your white-labeled dashboard, follow the steps outlined below for guidance on the revised process.
You can add team members to your white-labelled dashboard from the Typeflo dashboard itself. You can also follow the same steps as below if you have logged in to your white-labelled dashboard.
Step 1: On the Typeflo dashbaord, or your whitelabel dashboard, Click on your profile on the top right, then click on "Teams"
Step 2: Click on "Add Team Member"
Step 3: Enter the team members email, name, the website you want to add them to and the role. Click on "Add Website" if you want to add the team member to multiple websites on your whitelabel dashboard. Then, click on "Submit"
Step 4: You will get a popup containing an auto generated password. You may copy the password and then click on "Submit". You can share the password with the team member, and they will be able to login to your whitelabel dashboard.
Don't forget to safely copy the password, else you will have to re-generate a new password.
Once your team member has logged into the white-label dashboard, they will get an option to reset their password.
Share help article