How to Add a Team Member to Your Account

You can easily collaborate with your team by adding members to your company account. This guide explains how to invite new team members, assign access roles, and switch between company accounts.

Adding a Team Member

To grant someone access to your company account:

1. Go to Team Settings.
2. Enter the email address of the team member you want to invite.
3. Select an access role for the user.

Email Notification

Once a team member is added or invited, they will receive a notification via email informing them that they now have access to your company account.

Access Roles Overview

When adding a team member, you can choose from the following roles:

Admin

• Full access to the company account
• Can buy more credits using the credit card on file
• Can view all polls
• Can create new polls
• Can add and manage team members

Member

• Can view polls created under the company account
• Can create polls
• Cannot manage team settings

Read only

• View-only access
• Cannot create or edit polls

Navigating Between Company Accounts

If you’ve been added to more than one company account:

1. Open the sidebar menu.
2. Click the dropdown at the top.
3. Select the company account you want to access.

This makes switching between accounts quick and convenient.

Adding Members Without an Existing ProductPinion Account

You can also add a team member even if they don’t have a ProductPinion account yet.

Once you add their email:

• We will automatically create an account for them.
• They will receive their login credentials via email.
• They can then sign in and start using the platform right away, based on the access role you assigned.