Features described in this article are not included in all subscription plans. Interested in expanding your feature set? Contact the Lytho Support Team for further assistance.
TABLE OF CONTENTS
• Configuring User Roles (Permissions) and Calendar Access
The Divvy Details
Admins and editors can add team members either by clicking the + icon in the header (select Team Member) or by going to the Team Members admin interface. Adding a team member is a two step process with step 1 being providing contact details to invite them, and step 2, assigning calendar access and roles for each calendar.
For this article, we'll focus on adding them via the dedicated Team Members interface. Click on your name/photo in the top right and select "Account Admin" in the dropdown menu. From there, select the "Team Members" tab in the top left. This will take you to the Team Members interface where you can see everyone who has been added to your Divvy Account.
To start the invite process, complete the following steps:
1. Click the blue Add Team Member link in the upper right hand of this interface. This will trigger the Add Team Member form (overlay).
2. Fill in the required/relevant fields (First Name, Last Name, and Email Address)
3. If you want this Team Member to be a Reviewer-only user, then check that box. Reviewer-only seats are included with Legacy accounts only and are no longer included for new accounts as of Nov. 1, 2022.
4. Click the Add Team Member button - This will send an email invitation to the newly added team member with login instructions.
Configuring User Roles (Permissions) and Calendar Access
Once you've completed the first form, which sends the invitation to the new team member, you'll immediately be presented with another screen that allows you to specify the new user's access and roles on each calendar. Divvy offers you a lot of flexibility and control with regard to giving individual team members access to certain calendars (or hiding calendars), and determining the proper role for each calendar.
For example: Some users may need to have an Editor role on certain calendars where they need to create, plan and produce content. Those same users, though, may only need to have one of the Reviewer roles on other calendars that belong to other teams or departments. There's still value in users having visibility to many calendars, but they shouldn't be allowed to edit anything.
If you're not quite sure which roles would be best, you can review our knowledgebase article on user roles and permissions, or you can always start with a lower level and come back to re-configure roles later on. From this same Team Members interface, you can just hover over a team member's name, which displays two options: View/Edit User and Delete User. Click View/Edit User to bring up the Edit Team Member overlay. Proceed with making adjustments to the role assignment per calendar.
Within the overlay you will be presented with all the Parent and Child Calendars. To save you some time, we have some propagation built in for Enterprise users who utilize Parent Calendars. You can give a user a role on a Parent Calendar and have that role propagate to all child calendars, or select a role on a per calendar basis. If a user should not have any access to a certain calendar, then make sure NO ROLE is selected.
When you have specified all desired roles, click the blue "Assign Roles" button to apply your settings.