Adding new users or team members to your CreamSoda account is essential for team collaboration. Follow these steps to invite team members: 💡Note: Only Administrators can add new users. If you're the account creator, you have Administrator access by defa ...
CreamSoda allows you to invite multiple users at once, making it simple to onboard your entire team. Here’s how: 💡Tip: If an invitation email isn’t received, you can easily resend it from the Manage Users page. Go to Manage Users: In ...
How to Resend an Invitation Email in CreamSoda If a user didn’t receive their invitation email, CreamSoda allows you to resend it: 💡Note: Users should check their spam or junk folders if they don’t receive the email. Open Manage Users: ...
Transferring direct reports ensures a seamless transition of team members when a manager changes their role. Here’s the process: Access Manage Users: In More Options from the left menu bar, go to Users > Manage Users. Transfer Dire ...
Transferring resources ensures a seamless transition of work when team members change roles. Here’s the process: Access Manage Users: In More Options from the left menu bar, go to Users > Manage Users. Transfer Resources: Locate ...
To keep user information up-to-date, follow these steps to edit user details: Navigate to Manage Users: From the left menu bar, go to More Options > Users and select Manage Users. Edit User Details: Scroll to the user’s card and ...
Suspending a user allows you to temporarily restrict their access without removing them from the system: 💡Note: Suspended users cannot log in, but all automations associated with them will continue running. Billing for the user will also not be paused. ...
Deleting a user may be necessary when team members leave. Here’s how to do it: 💡Important: Transfer any owned resources to another team member before deletion. This action will also stop billing for the deleted user. Navigate to Manage Users: ...
Steps to Update Your Profile Picture: From the top-right corner on the screen, click on the drop down beside your name. Select My Profile. Upload a clear profile picture from the top-left corner. CreamSoda supports jpg, jepg, png and gifs file types. ...