Managing Team Members in the Portal

How to add/remove team members to your Demand IQ portal.

 

To add team members see the instructions below:

  1. Click the Team tab located under Settings
  2. Click the Invite New User button in the top right corner
  3. Enter your team member's information and select their role
    1. The difference between Admins and Users is that Admins can add or remove team members
  4. Click Send - an email with the subject line "Invitation to join Demand IQ Portal" will be sent to the team member's email from noreply@demand-iq.com
  5. The team member will need to click the link in the email mentioned above and will be prompted to create a new password.
  6. Voila! Your team member is ready to use the Demand IQ portal

 

To remove a user from your Demand IQ account follow the instructions below - Please note this action can only be taken by Admins

  1. Click the Team tab located under Settings
  2. Click the user's name that needs to be removed
  3. Scroll down the page to the Status dropdown and choose Suspended
  4. Click Save