How to add your team members to OS

Adding your team members to Synup OS allows you to collaborate, assign tasks, and manage client accounts efficiently. You can invite them individually or add multiple members via CSV upload.

1. Accessing the Team Management Section

Steps: 1. Log in to your Synup OS agency account. 2. From the left-hand menu, click on Team Members.

2. Adding a Team Member Individually

Step 1. Click the Add Team Member button. 

Step 2. In the Add Member form, enter the required details: Full Name, Language of workspace, Email Address.

Step 3. Assign specific clients they will manage. Make sure you click on “Apply” after selecting clients to assign to your team member.

Step 4. Click Add Team Member and we’ll send them an email invite with link to set up their workspace. They will need to accept the invitation to activate their account.

You can see all your existing team members in one view. You’ll see a yellow error sign next to team members to who haven’t yet accepted your invite to join the workspace. 

Average client health score

In the last column, you’ll see the average health score of all the clients assigned to that team member. This helps you understand the individual performance of team members.

Team member didn’t get an email?

Make sure you double-check the email ID you used for their profile. Also ask them to check on their promotions/spam folder.