When getting started with GoSite, adding your team members as users so that they can access their tools is an important step! This article will show you how to invite your team to GoSite and edit their permissions.
Which device are you using?
Adding new users to GoSite from your computer
Log in to GoSite on your computer.
Click the profile icon in the top right corner.
Select "Manage My Business."
Select "Team."
Click one of the "Add New User" buttons.
Enter the employee's name, email address, and display name.
Click "Create User."
Click the "+" sign for each product permission you want to enable for this employee.
Click the "Update User Info" button.
Add a welcome message (optional).
Click "Send Message."
The employee you added will receive an email from [email protected] with the subject line, "Your new (your business name here) account has been created." The email contains a link the employee can use to sign in.
When the employee first signs in they will be prompted to change the password.
If you would like to disable a user, click "Disable User" on their user profile card. Note: This will not delete their profile.
From the user profile card you can also:
"Edit User" - Edit the name, email, display name, and permissions
Note: To edit permissions:
Click "Permissions."
The checkmark next to a tool means permission granted. The "+" icon means permission not yet granted.
Click the "+" icon next to each permission you would like to add. Click the checkmark icon next to each permission you would like to remove.
Click the "Update User Info" button to save your changes.
"Reset User" - Sends a password reset link to the user
"Delete User" - Permanently removes the user profile card from your account
"Quick login" - Emails the user a link to log in.
Adding new users to GoSite from your iPhone
Log in to GoSite on your iPhone.
Tap the "Menu" icon in the bottom right.
Select “Manage Business.”
Select “Team.”
Click the blue "+" button in the bottom right.
Enter in the relevant personal details and select which products the new user has permission to access.
Scroll down to write a welcome message (if applicable). Then, click "Add" in the top right corner.
Note: After clicking "Add" the new user will have an email sent to their inbox to verify their account and create a password for their login details.
To edit permissions, remove, or disable a User - click the three dots next to that User's name and choose "Disable," "Edit" or "Remove."
Adding new users to GoSite from your Android
Tap the three-line menu icon in the top left corner.
Select "Manage Business."
Select "Team."
Click the blue "+" circle in the bottom right corner.
Enter in the relevant personal details and select which products the new user has permission to access.
Scroll down to write a welcome message (if applicable). Then, click "Add" in the top right corner.
Note: After clicking "Add" the new user will have an email sent to their inbox to verify their account and create a password for their login details.
Still need help?
Visit us at gosite.com to chat, or email us at [email protected].