Adding a team member to Frame.io is a straightforward process, primarily accessible to Team Owners and Admins, allowing you to quickly expand your collaborative workspace.
Understanding Permissions: Who Can Invite?
Before you begin, it's crucial to understand that only Team Owners and Admins have the necessary permissions to invite or remove team members. If you are a Collaborator or have a more restricted role, you will not see the options to add new users and will need to contact your Team Owner or Admin.
Step-by-Step Guide to Inviting New Team Members
Follow these simple steps to invite new collaborators to your Frame.io team:
- Access Account Settings: Begin by navigating to your Account Settings. This is typically found by clicking on your profile icon or name within the Frame.io interface.
- Select Users: Within your Account Settings, locate and click on the Users section. This area manages all current and pending team members.
- Initiate New User Invitation: Look for the New Users option, usually located at the top right of the Users page. Click this to open the invitation interface.
- Enter Email Addresses: In the provided field, enter the email address(es) of the person or people you wish to invite. You can often invite multiple users at once by separating their email addresses.
- Assign to Your Team: If you manage multiple teams or the option appears, ensure you select the correct Team you want the new member(s) to join.
- Send Invitation: Finally, click the Invite button to send the invitations. The invited individuals will receive an email with instructions on how to join your Frame.io team.
Quick Reference: Adding a Team Member
For a quick overview, here's a table summarizing the steps:
| Step | Action | Description | Required Role |
|---|---|---|---|
| 1 | Navigate to Account Settings | Access your profile or company settings. | Team Owner/Admin |
| 2 | Select "Users" | Manage all team members and invitations. | Team Owner/Admin |
| 3 | Click "New Users" | Initiate the invitation process. | Team Owner/Admin |
| 4 | Enter Email(s) | Provide the email address(es) of the new member(s). | Team Owner/Admin |
| 5 | Select Team | Choose the specific team for the new member(s). | Team Owner/Admin |
| 6 | Click "Invite" | Send the official invitation. | Team Owner/Admin |
Practical Insights for Team Management
- Role Assignment: Once a member accepts their invitation, you can often adjust their role (e.g., from Collaborator to Admin) within the "Users" section, depending on your team's workflow and their responsibilities.
- Multiple Invitations: Frame.io is designed for collaborative environments, so don't hesitate to invite several team members simultaneously by entering multiple email addresses.
- Check Spam Folders: Advise new team members to check their spam or junk folders if they don't immediately receive the invitation email.
- Team Collaboration Best Practices: Regularly review your team's access levels and permissions to ensure efficient and secure project management. For more details on managing your team and user roles, refer to the official Frame.io documentation (link for illustrative purposes).
Adding team members to Frame.io streamlines your creative workflows, ensuring everyone involved has the necessary access to contribute effectively to your projects.
