Step 6: Setup your engagement team
Learn how to setup your engagement team to help you build and manage your EngagementHQ site.
Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated over a week ago

Before you begin building your site you should set up your engagement team in EngagementHQ to help you manage the site and build projects. There are 3 administrator types in EngagementHQ. They are Site Administrators, Hub Administrators, and Project Administrators.

To set up your engagement teams you will need to do the following:

  1. Go to Team > Add admin

  2. Fill out the new Administrators details. Be sure to include their First and Last Name in the Login box. If they are not present with you to select their own password, create a generic password and write it down. You will need to communicate this to them.

  3. Select the Administrator role you require for your teammate.

  4. Click on Save.

Invite Admins

You can also invite a user to be an admin by adding their email address and Admin role. The user will receive an automatic email to complete their registration. Once this is done, they will be able to access the admin page. The Invite option works only on Launched sites. On un-launched sites, the invited admins will not able to log in as they are taken to the Sign-in page.

If successful you will be taken back to your Administrator list and you should see your new teammate in the list. You can edit their access permissions once the admin account is active and assign them projects.

Tip: When you are creating Project Administrators you will need to assign them to a specific project.

Contact our support team if you need any further assistance via chat or email

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