Add Team Members and Assign Roles

New team member on board? Someone’s switching roles? Inviting new users keeps your processes running smoothly and ensures your data secure by assigning the right access from the start. 🚀

Why Invite New Users?

Here are a few common reasons you might want to invite someone new:

• 👤 New employee joins your team
• 🔄 Role change requires different platform permissions
• 🧪 You want to assign someone to a specific task (like quality checks, documentation, or tracing)

How to Do It

Inviting a new user is quick and easy:

1. Log in to the Narravero Content Studio
2. Navigate to “Manage Users” from the main menu
3. Click “Add New User”
4. Enter the name that should appear on the platform
5. Enter their email address (make sure it's correct, they’ll get the invite here!)
6. Assign a user role from the dropdown:
   • Account Manager → Full access to manage platform, users, and system settings
   • Content Manager → Creates and edits DPP and Tracer templates
   • Work Task Manager → Manages tasks and process execution
   • Tracer → Uses the Tracer App to execute and submit process steps
   • Tracing Supervisor → Oversees Tracer submissions and ensures data quality
7. Click “Send Invitation”

What Happens Next?

• The invited user will receive an email from Narravero
• They follow the link to set their password and sign up
• Done! They can now access the platform ✅

💡  Tip: Keep your user list up to date to avoid accidental access or permission mismatches.

Need help choosing the right role? Just ask!