Adding a new team member to your Bizplan account is quick and easy. Follow the steps below to get started.
1. Add a Member
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Click the Profile button in the bottom left-hand corner of the page and select Members from the menu.
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On the next page, click the Add Member button in the top right-hand corner.
2. Enter Member Details
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A pop-up window will appear where you can enter the new member’s details (adding a phone number is optional).
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Assign member permissions:
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Viewer: Can only view the business plan.
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Contributor: Can edit and make changes to the business plan.
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You may also grant access to financials for each member individually.
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Click Save once all details are entered.
3. Assign the Member to a Company
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Click Bizplan in the top left-hand corner of your screen and navigate to Company.
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In the Add member to company field, type the first few letters of the member's name. A list of matching names will appear—click the member's name to select it.
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The name will be automatically added and saved upon selection.
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Wait for the orange text "Saving…" followed by "Saved" to confirm the process is complete.
Important Notes
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The new member will receive an email invitation to activate their account.
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Once activated, the member will be able to view or edit the business plan based on the assigned permissions from Step 2.
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The final step determines which company the added member can access. If the new member does not see any company listed in their account, repeat the final step to ensure proper assignment.
Following these steps ensures the seamless addition of new team members to your Bizplan account.