Add Members & Teams
Add Members
Go to the Admin Dashboard and click on the Members button on the left column. Your Members page will launch, where you can add, update, and deactivate members. The right hand column shows the member status as active or inactive.
Clicking the Add Members button takes you to the Add Member page, where a new members name, email, and phone number are added. Every member is part of at least one Team. A default Team called Staff is provided until you create your own teams. Click the check box for Staff or select from other Teams you have created. Click the Add Member button at the bottom of the page.
To deactivate an existing member, click the member name and go to the bottom of the page and click the Deactivate button. Back on the member page, you will notice that the member is now inactive.
Add Teams
Teams allow you to send different groups of checklists or Folders to selected members, instead of sending all your checklists to every member.
Clicking the Teams button on the dashboard takes you to the Teams page where you can create Teams, add or delete Team Members, and associate or un associate Folders with Teams. New accounts have a single default team called Staff.
Clicking on the team name Staff, opens the details of that team which for a new account looks like the following and shows no Members or Folders. As Members and Folders are added to your account, they will show up on this page.
Start your FREE
30 day trial today!
Mobilist makes it easy to streamline your safety and compliance procedures. Sign up today and give Mobilist a test drive.
Pricing
After your trial 30 day period, your credit card will be billed $1 per member per month through Stripe. If you are not satisfied we will refund your money.