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How to add a team member to the Halda app

Need to add someone on your team to the Halda app? If you have admin access, you can do this yourself!

Where to Add a Team Member

To add a team member, you need to the “Team” page on the hamburger menu where those with admin access can add or update member access.

Once on the Team page you will find the “Invite User” button near the top of the page.

Basic Info

You will need to answer some basic information for the team member you’re inviting to the Halda app. At a minimum, you must provide the following information:

  • First Name
  • Last Name
  • Department (Admissions, Marketing or Other)
  • Role
  • Email

User Permissions

You can choose the permissions the user will have within the Halda app. By default, these are all selected as on, but you can unselect any and all of these permissions. Some permissions have multiple levels of permissions.

Notification Settings

The last thing you will need to do before sending the invite to the user is to select their notification settings. The inquiry notifications are on for all of your published forms by default, so if you don’t want them to receive an email notification every time an inquiry submits a form, you should turn these off.

When you’re done toggling on or off the notifications to your preferences, click the “Send Invite Email” button. 

An email will be sent to the email address you provided for this user inviting them to the Halda app. The link in this email will only be valid for 24 hours. If they don’t click this link and accept the invitation in this time frame, you will need come back to the Team page and resent their invitation.

What if I don't have admin access?

If you do not have admin access in your Halda account, you will need to request new users be added by a member of your team with admin access or by your account manager.