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BUNDLAR UNIVERSITY

Manage Team

Collaborate with your team by adding members of your organization to your BUNDLAR account. You can add team members at four different access levels.

Add a Team Member

Add a new collaborator to your team’s Bundle Projects.

  1. Open the BUNDLAR CMS. If prompted, sign in using your email and password.
  2. Click “Account” on the left navigation panel.
  3. Under Customer Details, click “Manage Team.”
  4. Click “Add User.”
  5. Enter the email address and full name of the person you would like to invite.
  6. Select their access level from the dropdown.
    1. Manager Manage team members, edit Bundle Projects, and view analytics.
    2. Editor Edit Bundle Projects and view analytics.
    3. Reviewer View Bundle Projects and analytics.
    4. Reports View analytics.
  7. Click “Send Invite.”

Edit a Team Member’s Access Level

Adjust or remove a team member’s access to your Bundles.

  1. Open the BUNDLAR CMS. If prompted, sign in using your email and password.
  2. Click “Account” on the left navigation panel.
  3. Under Customer Details, click “Manage Team.”
  4. Choose whether you would like to change a team member’s access level or remove them altogether.
    1. To change a team member’s access level, click the dropdown beside the team member’s name and select their new access level.
    2. To remove a team member, click the “X” beside the team member’s name. Click “Remove User.”