Someone new joins the team and you have to go through the usual setting up logins emails etc for most systems. This is a pain.
At Boxly, we want to make this as pain-free and simple as possible.
How to invite a new team member
Under the Team chat section click "Add a team member"
Add their email address
Select their role: Team Member or Account Admin.
If you chose "Team member", click "Set Permissions".
Toggle access to different Boxes to assign Box access.
In permissions select which Boxes your new user/team member has access to and if they receive lead notifications for the Boxes.
Click "Send Invite".
That's it! They will receive an invite to sign up.
Setting access and permissions
Inviting and managing user access in Boxly is super easy. In just a few clicks, you can invite new users and control who can see what, like specific Boxes, Locations, and notifications.
Multi-Location plan: Location Permission & Access
Whether you're on a normal account or the Multi-Location plan, adding a new team member starts the same way: you enter their email address, select their role, and for team members you select which Boxes they have access to.
For the Multi-Location plan, after assigning the team member to specific Boxes, you also select which Locations they have access to by toggling the options.
Click the Locations tab (next to Boxes) and select which locations you want them to have access to and you can also manage notifications for each location.
If you want to edit an existing user/team member's permissions simply click the "Permissions & Notifications" button on the specific user.
Resend the invite
If for any reason the team member does not receive their invite and you need to resend it, simply go to Team Members in settings and click "Resend".
Changing the user access level and permissions
At Boxly we little to keep it simple. That's why we have just 2 user levels. Account Admin and Team Member. See more on those below.
If you would like to change a user's level, simply click on their user level and change it.
That's it!