When onboarding a new team member, you can copy the settings from an existing team member to save time and simplify the setup process.
The following settings are copied to the new team member:
- Product assignments (which products they can be booked for)
- Payouts, including price tiers
- Service areas
- Travel fees
- Permissions
- Market area (if enabled)
After the account is created, you can still customize any of these settings as needed.
How to copy a team member account
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Business tab.
Step 2: Click "Create a New Team Member Account."
Step 3: Enter the team member's name and email address.
Step 4: Select an existing team member to copy.
Step 5: Click "Ok."
Step-by-step
Step 1: Click the Business tab at the top of the page.
Step 2: Scroll down to the Team Members section and click the "Create a New Team Member Account" button.
Step 3: Enter the name and email address of the new team member.
Step 4: In the Copy Team Member Settings drop-down menu, select the existing team member whose settings you would like to copy.
Step 5: Click the "Ok" button to create the new team member account. Note: You can still make any necessary changes to the new team member's account after it has been created. Copying an existing team member simply provides a faster starting point instead of configuring every setting from scratch.
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.