Inviting someone to join your Team
- Once you’ve logged in click on ‘Account’ in the top right-hand navigation bar
- Give your account a unique name. When you invite team members, this is the name they will see.
- To add to your team, click ‘Manage your team’ under the subscription section.
- You will be taken to a new screen, click ‘Invite member’.
- Here, enter the email address of your desired team member and choose their role.
- Admins have full access to your account. They can see all of your projects and invite other team members to your projects.
- Editors can only create scenarios for the projects that they have been invited to.
- Reviewers are only able to view scenarios for the projects that they have been invited to. They cannot edit any scenarios.
- Click ‘Send invitation’ and they will receive an email with the invite, as well as the invite, being visible on their account page under the Teams section.
- If the invitee doesn’t have a Near-Life™ CREATOR account they will receive an email invite but will need to create an account to become a team member.
Joining a Team
- If you’re invited to a Team, your invite will be visible under the ‘Teams’ section on your account page.
- You can accept or decline a Teams invitation. If you decline, the invitation will be removed. If you accept, you’ll be able to access the new account. You can also leave a project at any time.
- To view the Team account, you can click on the Team name via your Account page OR directly from the Accounts drop-down menu in your Projects page.
NOTE: When you sign up for an account, you automatically receive a free-trial account which allows you to test all of the CREATOR features. Any scenarios created in the free-trial project area will be inaccessible when the free-trial runs out (14 days from account creation). To avoid losing access to any scenarios beyond the free-trial period, make sure that team members only create scenarios in the Team Projects area.
