Adding Additional Admins and Managers to your Account

Adding additional team members to help you build your onboarding plan

Edify knows that managers aren't the only knowledge owners on the team. The Editor role allows managers to collaborate with the experts on their team when building Onboarding Plans.

To Add Additional Plan Editors to your Account:

  1. Log into the Edify web app.
  2. Navigate to your account details by clicking your user icon in the top right of the screen, and choosing "Account".
  3. Click the Add Users button, located beneath the "Plan Details" section. Choose "Editor" and enter the emails of those you wish to add. You can add multiple editors at once by entering their emails on separate lines.
  4. Your colleague(s) will receive an email with instructions to login!