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Add A Builder And Set Up Their Account
Maddy Buck |
0 step |
2 minutes
Gavel
Gmail
On your Gavel Dashboard, click "Users"
Click "Add User"
Add your colleague's information and set them as a Builder
Click "Add User"
This wil send them an email to set up their account. They should click the link.
This will take them to your account's sign in page, where they will need to insert the email address you assigned to them and create a password.
Then they will need to click "Create Account"
VoilĂ ! They have accessed their new account!
Next up, you can share a workflow you've created with them. Click "Send Copy to Builders"
Select your colleague from the dropdown menu.
Click "Send A Copy"
Yes! You've sent a copy of this workflow to your colleague.
Your colleague will now see the option to add this workflow to their account.
Have them click "Add to Workflows"
Yes! They now have that workflow available to them! They can click "Run"
And start filling out the workflow. They now have a copy of the workflow you made earlier.
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