👥 How to Add and Manage Team Members

Yearbook advisers and senior editors can add team members to collaborate on a project. This allows multiple users to access and work on the yearbook simultaneously.

➕ Adding a New Team Member

Click the "New Team Member" button in the top-right corner of your project dashboard.

Enter:

• First name
• Last name
• Email address the user will use to sign in
  
   

Select a role for the team member (see role definitions below).
 

⚠️ If assigning the Editor role, select which pages or sections they should have access to.

Click Save.

🔐 How a Team Member Joins the Project

• Open the invitation email.
• Click Sign In or Sign Up.
• Create an account or sign in.
  
  

‼️Important:

• The email used to create the account must match the email the invitation was sent to.
• If the emails do not match, the project will not appear in their dashboard.
• If the invitee already has an account, they must log out first before signing in again to see the new project.

After signing in:

• The project will appear under My Projects.
• Click the cover thumbnail.
• Select Edit to open the book.
•  

✏️ Editing Team Members

Hover over the team member’s name.

Click the pencil icon.

Update their:

Name

Assigned role

Click Save.

Note:
Email addresses cannot be changed.
To update an email address, delete the user and re-invite them using the correct email.

❌ Removing Team Members

To remove someone from the project:

Hover over their name.

Click the X icon.

🧩 Team Member Roles Explained

📚 Adviser

• Full project access
• Can manage team members
• Can manage photos
• Can manage store
• Can request PDF proof
• Only role that can place orders

🛠️ Senior Editor

• Same permissions as Adviser except:
• Cannot place orders
• Cannot manage store
• Cannot adjust book price

📄 Editor

• Assigned to specific sections only
• Must create sections before assigning this role
• Cannot access unassigned sections

📷 Photo Editor

• Access to Manage Photos only
• Cannot edit pages or sections

👁️ Viewer

• Can view the book
• Cannot make edits
• Ideal for proofreaders or reviewers