How to Add a New Member to Your Company in WindSketch

Expanding your team on WindSketch is a straightforward process designed to help you quickly integrate new members into your company's workflow. Whether you're adding a new designer, project manager, or sales representative, follow these steps to grant them access to your WindSketch account.

Step 1: Access Your Profile Settings

Start by logging into your WindSketch account and heading to your dashboard. Click on your profile picture located at the top right corner of the screen to reveal a dropdown menu. From this menu, select "Settings" to navigate to your account settings page.

Step 2: Go to the Teams Page

Within the settings page, you'll find a menu on the left side. Look for the "Teams" option and click on it. This action will take you to the Teams page, where you can manage your company's team members.

Step 3: Select Members

On the Teams page, you'll notice several options at the top. Click on "Members" to view the current list of team members and to add new ones.

Step 4: Add a New Member

Look for the "+Member" button, which is typically located in the upper right corner of the Members section. Clicking this button will open a form where you can invite a new member to your team.

Step 5: Fill Out the New Member Form

In the form that appears, enter the email address of the individual you wish to add to your team. Then, assign a role to this new member by toggling the switch next to the appropriate role title. WindSketch offers various roles with different access levels, so ensure you select the one that best fits the new member's responsibilities. Once you've entered the email and selected a role, click the "Accept" button to proceed.

Step 6: Invitation and Registration

After submitting the form, the new member will receive an email invitation to join your WindSketch company account. They must accept this invitation and complete the registration process, which includes filling out their personal details and setting up their account.

About James Miller

James Miller works as a Customer Support Specialist at Windsketch, a software company for the window and door industry. With a knack for problem-solving and a deep understanding of Windsketch's products, James efficiently resolves client issues, ensuring they get the most out of their software. His technical skills and customer-focused approach have made him a valuable asset to both Windsketch and its customers.