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Members explained

How to add members to a Folderly profile

Maksym Olkhovskyi avatar
Written by Maksym Olkhovskyi
Updated over 6 months ago


How to add members

To add new members to your profile, you first need to go to the "Settings" tab on the home page.



Select the "Members" tab. Then click the "Invite member" button.

At this step, you need to specify the e-mail address and select the role you want to assign to the member, then click "Invite members".

Member types


Admin

Editor

Viewer

Change billing info

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Change card info

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Remove/Restore the account

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Manage members

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Manage seats

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Manage mailboxes

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Manage templates

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Folderly settings management

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Track information and data

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An admin can allow editors to buy extra seats via the toggle “allow editors to buy extra seats”. It can be done in the Billing tab

To change this setting, you need to navigate to the "Settings" -> "Billing" tab.


Pending invitations

After you invite a member, you can track your invitations in the "Pending invitations" tab. You can also use this tab to resend or cancel your requests.

After the invitation is sent, the participant will receive an email, which must be confirmed by clicking the "Join Account" button.

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