Granting Contacts Access to Your Account

You can add Contacts to your account at anytime! When you add them, they will automatically have no access to the account. When you are ready to give them access you can do so within their Contact Card! 

To grant account access to your user, first you'll want to make sure you've added them as a contact in your account! You can do so in the Contact tab on the left side navigation bar.

Once you've added them as a contact, you can click into their contact card, click the edit button next to User Access, and decide which user group you'd like to add them to! Once you hit save, an email will automatically send to them inviting them to collaborate in Planning Pod.

Here's a video to walk you through this as well!