New team members and assistants can be added from your Team Settings page.
Once you add a team member, the following are the default settings:
- One-way visibility from you into their account
- Discounted monthly membership for team members
- Ability to share templates
Once you add an assistant, the following are the default settings:
- The assistant can view your account and work on your behalf
To learn more about TravelJoy teams, visit our Introduction to TravelJoy Teams guide.
Add an account:
1. Click Settings -> Team
2. Click "Add Member"
3. Fill in your team member's details and choose the account type (team member or assistant)
4. Click "Invite"
Remove an account:
1. Click Settings -> Team
2. Click the three dots to the right of the team member or assistant:
3. Click "Remove"
Move a team member or assistant to a new team
If you are a team member and would like your account to be removed from your current team -- either to join a different team or to work independently -- we recommend reaching out to your current team owner as the first step. For team members whose membership is paid for by the owner, the owner is the only one who can remove the account from the team.
If the team owner is unavailable and you pay for your own membership, you can request removal from the team by reaching out to support via chat or email.
Your account can only be a member of one team at a time, so in order to switch teams, you'll need to be removed from your existing team and then be invited by the new team owner.
Update an account:
You may need to make changes to an account that you've invited to join your team, such as:
- Switching the account from assistant to team member (or vice versa)
- Updating who pays for the account (yourself or the team member/assistant)
- Correcting a typo in the email address used to invite them
In all of these cases, the best way to proceed is to remove them from your team and re-add them. No data will be lost, and when they accept the new invitation, the updated settings will be in effect.
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