To add a new team member in your Bizplan account, please follow these simple steps:


1. Click the profile button then select "Members"

 

         

        image


2. Click "add member" located at the upper right side of your screen as shown in the image below

     

       

image



3. A pop up window will open. You will need to enter all details of the member you want to add. Please take note that adding phone number is optional. Here you can specify member permissions, viewer or contributor. You can choose to grant them access on financials as well. Make sure to click the save button when done.


      

image



4. If you are done entering all details, go back to the company tab by clicking BIZPLAN logo located at the upper left side of your screen.


        image 

        image


5.  Once there, search for the member's name which will automatically be added once selected.


       image


Please note - that member will receive an email to activate his/her account. Once activated, the member will be able to view or edit the business plan depending on the preference saved on step 3.