Nice to have you with us!
Now that your account is active, let's get your team involved.
This article describes the process of inviting team members to use ScalePad. We recommend each person at your company have their own account for ScalePad. It's easier and safer than sharing credentials, and adding member accounts with us is free.
You must have account administrator permissions to invite new members.
How to invite new members
Navigate to your Settings > Members tab
Click the Invite a member button
Enter the required email address for each member to be added.
Multiple members can be invited by separating emails with commas.
Select member Permissions level. Note that any selected permission settings will apply to all member emails indicated in the member invite.
See the Member permissions article for more detail on each permission level.
Click the Invite members button.
The invited member must click the confirmation link from within their invite email to accept the invitation and sign into ScalePad.
Send new members to the Getting started in ScalePad article for an easier onboarding experience.
How to delete or disable a member account
Navigate to the Members tab
Click into a Member account
Scroll down and click Delete member or Disable member.
Assigning a new point of contacts
Before any member, who is a point of contact for an Initiative, is disabled or deleted from ScalePad, you are prompted to choose a new point of contact for any Initiatives they were the assigned point of contact. Once that is complete, you can continue to disable or delete the member.