This SignPilot training video demonstrates how to add a team member to the portal. Navigate to the Team tab, click "Add Team Member", and enter the new member's details. After saving, the new member receives an email with login credentials for both the portal and mobile app. As an admin, you can manage team members, including editing information, resetting passwords, and deactivating accounts. This streamlined process ensures efficient team management and access control within SignPilot.

• Navigate to the Team tab in the SignPilot portal

• Click "Add Team Member" on the right side

• Enter team member details: role, name, phone, and email

• Click Save to add the new member to your team list

• New team member receives an email with login credentials

• Same credentials work for both portal and mobile app

• Manage team members: view projects, signs, and date added

• Edit team member information, reset passwords, or deactivate accounts as needed