Members

Through the Members tab under Company Settings, you can add new members to your company and set specific access levels. 

Adding New Members

1. Access Company Settings: Log in to RealTime and head over to Settings followed by Company Settings.
2. Select the Members Tab: Find the Members tab within Company Settings. Here, you'll see a list of current team members and the option to add new ones.
3. Add Members: Click on "Add Member" to start the process of inviting a new individual to join your company.
4. Set Permissions: You will have the opportunity to assign permissions to the new member. RealTime’s permission categories include Designs, Pricing and Quotes, Members, and Connections, allowing you to tailor access according to the member's role.
5. Send the Invitation: After selecting the desired permissions, send the invitation. The recipient will receive an email invitation to join your company on RealTime.

RealTime introduces a flexible permissions system, allowing admins to tailor access rights within their company’s account. 

User Roles

Admin Role: The admin is the primary user for a company’s account in RealTime, endowed with all permissions. Responsibilities include:

• Editing the company profile.
• Managing billing details and subscription plans.
• Transferring ownership to another company member if needed.

Users within a company can have a range of permissions assigned by the admin or an authorized team member, ranging from zero to four:

1. Designs: Manage design-related tasks except for prices and quotes.
2. Prices & Quotes: Handle pricing, special prices, and alternative prices, view and manage quotes, and place orders.
3. Members & Guests: Manage user permissions.
4. Connections: Approve, reject, and remove company connections.

Effectively using the Members tab to manage your team's structure and permissions enhances collaboration, optimizes operations, and upholds security standards.