Add Team Managers in Affiliate Teams

Resources | Dashboard

  1. 1. Click on Affiliate Teams under the Teams tab

    Click on Affiliate Teams under the Teams tab
  2. 2. Click on the pencil icon to the left of the team you want to assign

    Click on the pencil icon to the left of the team you want to assign
  3. 3. Click on Add Team Manager

    Click on Add Team Manager

Option 1: Assign a Team Manager that already has a DI account

  1. 4. Fill in Last Name, First Name and/or Email

    Fill in Last Name, First Name and/or Email
  2. 5. Click on List Accounts

    Click on List Accounts
  3. 6. Click on the pencil icon next to the correct account listed at the bottom of the screen

    Click on the pencil icon next to the correct account listed at the bottom of the screen
  4. 7. The Team Manager is now added to the team

    The Team Manager is now added to the team

Option 2: Add a new Team Manager to the system

  1. 8. Click on Add Team Manager

    Click on Add Team Manager
  2. 9. Click on Add New Account

    Click on Add New Account
  3. 10. Fill in the Last Name, First Name, and Email

    Fill in the Last Name, First Name, and Email
  4. 11. Fill in the Last Name, First Name, and Email

    Fill in the Last Name, First Name, and Email
  5. 12. Click on Email Person

    Click on Email Person
  6. 13. If the person has an account in the system with a partial match or full match, it will be listed at the bottom of the page.

    If the person has an account in the system with a partial match or full match, it will be listed at the bottom of the page.