How to Add & Manager Users
Follow our step-by-step instructions and read the below Airtable support article to learn more about adding additional team members to your InspectorPrime system. Please note that viewers/commenters are always free but editors and above require an additional paid Airtable seat. Exercise caution when adding new users to your system.
Step-by-Step Instructions
This guide provides a straightforward process for adding users to your InspectorPrime systems with specific permissions. By following these steps, you can easily invite team members, assign appropriate roles, and manage access.
Step 1: Open the Share Menu
When adding users, begin inside of your main workspace menu, then click Share.
Step 2: Click Invite by Email
Click the Invite by email... field.
Step 3: Enter Email Address
Enter the email address of the team member you wish to add. We recommend using a business email address like jon@inspectorprime.com, not jon@gmail.com.
Step 4: Select the Email Address
Click on the new member's email address from the dropdown.
Step 5: Open Permissions Menu
Click the permissions menu.
Step 6: Select the Appropriate Role
Exercise caution here. Any team member invited as Creator, Owner, or Editor will add a paid Airtable seat to your Airtable subscription. Commenters/Read-only users are free. We recommend adding team members as Editors, which provides them with the permissions they need to use your systems but not make system-wide changes.
Step 7: Send the Invitation
Add an optional message to the person you're inviting. Optionally notify people you add. When ready, click Invite.
Step 8: View Current Access Settings
To view your current access settings, click the Share button again.
Step 9: Click People with Access
Click on People with access.
Step 10: Manage Workspace Access
View and manage access to your workspace within this menu.