How to Assign, Edit and Delete Team Members

How to Assign, Edit and Delete Team Members

How to Add New Team Members

The yearbook adviser and senior editor(s) are able to add members to their team. This allows multiple people to have access to work on the yearbook.

 

1. To add a team member, click the "New Team Member" button found in the top right corner of your project's dashboard. 

 

2. Enter the new team member's first/last name as well as the email address they will use to register/sign in. You will also need to select a role for this team member (see role definitions below). If you choose "Editor" for the role, you will also need to choose the pages/sections you want this person to have access to. 

 

How to join the project and edit the book as a team member

  1. Click on the link in the invitation email. Click “Sign In or Sign Up” and create an account. It is critical that when creating the account the email the invitation was sent to matches the email entered in the new account log in. If they don’t match the project will not appear in the dashboard when the new team member signs in. 
    Note: If invitee already has an account, they will need to log out of previous session before they will see the new project they were invited to

  2. Once you sign in, the project you were invited to will appear in the “My Projects” section. 

  3. Click on the cover thumbnail and choose the "Edit" option to open the book and get to work!

 

How to Edit Team Members

Hover your mouse over the team members name. Then click the pencil icon 


Now you can edit the team member's name or change their assigned role and click "Save". 

Note: You cannot change the email address assigned to the user. To change the email address, you will need to delete the team member and re-invite them using the new email address.

 

How to Delete Team Members

To remove a team member, simply click the red X that appears when hovering your mouse over a team member's name

 

Team Member Roles Defined

ADVISER - The adviser is in charge of the yearbook project and has access to all sections and editing tools. In addition, the adviser can add and assign roles to other team members, manage members, supervise and organize photos, create and manage a store, request a PDF proof and is the only person who can place an order on behalf of the school.

SENIOR EDITOR - The Senior Editor has all the abilities the adviser has except for ordering, store management, and adjusting the price of the book.

EDITOR - An Editor is assigned a particular section to work on, therefore you must create sections within the Section/Page Manager prior to assigning anyone this position. Editors cannot access sections they are not assigned to.

 PHOTO EDITOR - A Photo Editor has access to all of the images within the Manage Photos module in the project dashboard, but cannot access any sections.

VIEWERS - Viewers can browse the book, but cannot make any alterations. This is the ideal position for anyone who has volunteered to help proofread the book.

 


    • Related Articles

    • How to edit a Freeform Section/Page

      To begin editing a section, click on the name of the freeform section you’d like to edit   If you are creating a yearbook in ladder format, you will need to click "Manage Ladder" to see a list of all your pages. Now you can click on the section you ...

    • How to add, remove, or edit a caption

      Adding a Caption Box Click on the "Elements" tab located in the left navigation bar. Look for the "Text" icon and drag and drop to the desired location on your page. Click inside the caption box to add or edit text. Editing a Caption Box The caption ...

    • Delete A Project

      To delete an existing project, you will go to the "Create" tab and click on the green dots under the desired project. You can then select "Delete". *NOTE - This cannot be undone without the assistance of customer support

    • Can the full yearbook be previewed from the storefront?

      No, the yearbook is not viewable from the storefront. Only team members assigned by the yearbook adviser can view/edit a yearbook.

    • How to add background images and art to the "Artwork Added by Team" collection

      Artwork Added by Team allows you to import your own collection of art or background images. Artwork Added by Team can be found under the "Photos" section of the left panels navigation menu To import your own background images, click on “Backgrounds” ...