Manage Team (Add/Remove Team Members)

Manage Team (Add/Remove Team Members)

Add/Remove Team Members

Follow the steps below to manage team members in Zaptiva, including adding and removing users.
  1. Navigate to the URL:  https://app.zaptiva.com/
  2. Log in to your Zaptiva account.
        3. From the left-hand menu, click on Team to navigate to the Team page.
             

           4. On the Team page, click the Add Member button to open the Add Team Member dialog box.
               

           5. Enter the email address of the user you want to add, select a role from the drop-down, and click 'Send Invite' to send the                               invitation.
               

          6. You can view the details of users whose invitations have been sent but not yet accepted in the "Pending Invitation" section. To                       resend the invitation, click on the "Resend Invitation" button.
               

          7. Once invited, the user receives an email with a link to join. The user needs to click this link to accept the invitation.
              

           8. Clicking the invitation link will redirect you to the Sign Up page, where you need to enter your details to register successfully.
                

          9. Once the user completes the sign-up process, they will become a part of your team, and their details will be visible on the Team                     page.
               

        10. To remove a team member, click the Delete icon next to that user’s details.
               

        11. By clicking the Delete icon, a confirmation dialog box will appear. Click Delete in the dialog box to remove the team member from                the team.
              



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