Users

Users Tab

You can add your team memers or staffs to manage your workspace. To add team members, please go to Users Tab > click create > fill the info > Choose type as team member > Click create user

How To Add Admin Access to Client For Client Workspace

First go to Workspace tab then > Click 3 dots > Switch To the workspace ( workspace you want to switch to )

After that you can already see from here that you already switched to that workspace

Now Go to the Users Tab and click Create

After clicking create, a popup will appear. Fill out the input fields and make sure to choose the role as 'client' And click create new user. This user will become the admin of this specific workspace and will have full access for this workspace only!

This user can log in using the login credentials you created. For this user to log in, they have to go to https://lancepilot.com/login > click login to staff account