INTRODUCTION


You can invite team members (clients, colleagues, board members, or external partners) to work with you on a particular client company on GrowthWheel Online. It's easy to invite team members - or remove them again. 


HOW TO DO IT

1. Find client

Go to the "My Clients" menu and select the client you want to work with.




2. Add new members

Click the "+ Team Member" button to add new team members and edit their profiles accordingly.




3. Remove a team member

Click "Edit profile" and enter their employment/termination date. If the date is either today's date or a date in the past, the team member will be removed the next time GrowthWheel Online updates (usually within 30 minutes).