Agency PortalTutorialAgency OwnersAgency Administrators

How to create a new Team Member

Team Members are "Agency Users" that can access assigned Projects through the BlueberryCMS Agency...

Team Members are "Agency Users" that can access assigned Projects through the BlueberryCMS Agency Portal. Team Members can consist of internal web designers, content editors, marketing directors or even outside freelance designers. Basically anyone you want to be able to edit a website project.

Let's create a Team Member account for your Website Designer as an example.

  1. Login to your Agency Portal.
  2. Click "Team Members" link.
  3. Click the green "New Team Member" button.
  4. Enter the user's profile data: First and Last Name, Position, Email Address, Phone, Cell, Upload profile photo. Social Links are not currently being used by the platform.
    Team Member details tabTeam Member details tab
  5. Click the Roles tab and select the User Roles for the new Agency User. This will give your Team Member the privileges they need to access the Websites sections assigned to the roles. Visit our Roles & Users documentation to learn more about the default permissions available for Agency Roles.
    Team Member RolesTeam Member Roles
  6. Click the Human Resources tab. This is an optional setting that will allow you to set the hourly cost of your team. This is a great feature for keeping track of your profit margins for Website Projects. Visit our Websites documentation to learn more about Project Management.
    Team Members Human Resource tabTeam Members Human Resource tab
  7. Click the Save button when you have finished.
  8. You can visit the Team Members section at anytime to edit the profiles of your employees.
Team Members

Originally sourced from the BlueberryCMS knowledge base.

Was this article helpful?