Add, Update, and Remove Team Members

Instructions for Admins:

Accounts With: One Plan / Calendar

1. From within your Plan, go to Plan Settings in the center top of the application. Select Team from the drop down menu
2. Enter the team member’s first name, last name, and email address
3. Select the team member’s desired role
   • Admin – Sets up marketing Channels and Tactic Types. Sets up Strategic Priority tags. Adds and manages rights of team members in the Plan. Turns the Budget feature on and off, sets the annual Budget. Adds Calendars of Interest to the Plan
   • Contributor – Adds and edits Initiatives (Campaigns, Promotions, Key Dates). Adds and edits Tactics
   • Viewer – Views and filters tactics in the calendars
4. Set view and edit rights
   • If you are using the Budget feature, for Contributors and Viewers you can establish whether you would like them to be able to see Budget information in the Plan
   • For Contributors, you can set their edit rights by channel. For instance, giving the email team edit rights to the email channel means they can add and edit tactics in that channel, but can only view tactics in the others
5. Click (+) team member. This adds the team member both to the Account and gives them access to the Plan (This is a two step process to accommodate our customers who have multiple Plans / calendars in their accounts.)
6. The team member will receive an email inviting them to set up a password and sign in to Annum. Once in Annum they will be greeted by a pop-up with a link to a detailed guide for the role you have assigned them

Remove a Team Member From the Account

IMPORTANT: Only Account Owners can remove a team member from the account and free up their seat. When you click the trashcan icon next to the team member’s name in Plan Settings / Team it removes the team member’s access to that specific Plan but their seat in the account remains. This is to accommodate customers with multiple Plans / calendars in their accounts (as noted below).

Account Owners: Follow the instructions below to remove a team member from the account. (To see who your Account Owner is, click on Plan Settings in the middle top of the app. Then select Team from the drop down menu.) 

Accounts With: Lead & Nested Plan Structure or Multiple Plans / Calendars

Team Members need to be added to each Plan separately. The first time you add a team member to a Plan you are also setting them up in your account. Once in your account there is a different step in the process for giving them access to additional plans. Both processes are outlined below.

Add A New Team Member

1. From within a Plan, go to Plan Settings in the center top of the application. Select Team from the drop down menu
2. Enter the team member’s first name, last name, and email address
3. Select the team member’s desired role for that Plan
   • Admin – Sets up marketing Channels and Tactic Types. Sets up Strategic Priority tags. Adds and manages rights of team members in the Plan. Turns the Budget feature on and off, sets the annual Budget. Adds Calendars of Interest to the Plan
   • Contributor – Adds and edits Initiatives (Campaigns, Promotions, Key Dates). Adds and edits Tactics
   • Viewer – Views and filters tactics in the calendars
4. Set view and edit rights
   • If you are using the Budget feature, for Contributors and Viewers you can establish whether you would like them to be able to see Budget information in the Plan
   • For Contributors, you can set their edit rights by channel. For instance, giving the email team edit rights to the email channel means they can add and edit tactics in that channel, but can only view tactics in the others
5. Click (+) team member. This adds the team member both to the Account and gives them access to the Plan
6. The team member will receive an email inviting them to set up a password and sign in to Annum. Once in Annum they will be greeted by a pop-up with a link to a detailed guide for the role you have assigned them

Give an Existing Team Member Access to a New Plan

1. Open the new Plan from the far left Plans panel
2. Go to Plan Settings in the center top of the application. Select Team from the drop down menu
3. Scroll to the bottom of the list of team members
4. Click on Select From Account and choose their name from the drop down
5. Click (+) Add User
6. Select the team member’s desired role for that Plan
7. Set view and edit rights
8. That Plan will now show up and be accessible for that team member the next time they log in

Remove a Team Member From the Account

IMPORTANT: Only Account Owners can remove a team member from the account and free up their seat. When you click the trashcan icon next to the team member’s name in Plan Settings / Team it removes the team member’s access to that specific Plan but their seat in the account remains. This is to accommodate customers with multiple Plans / calendars in their accounts.

Account Owners: Follow the instructions below to remove a team member from the account. (To see who your Account Owner is, click on Plan Settings in the middle top of the app. Then select Team from the drop down menu.) 

Instructions for Admins:

If a team member accidentally deleted their email invitation to Annum, or cannot find it:

1. From within a Plan, go to Plan Settings in the center top of the application. Select Team from the drop down menu
2. Click the caret icon to the far right of the team member’s name to open the edit pane
3. You will see a “Resend Invite” link on the right hand side of the edit pane if they have not set a password and logged in yet
4. Click “Resend Invite”
5. The team member will receive an email inviting them to set a password and log in to Annum

Instructions for Admins:

If a team member forgot their password or is having trouble resetting it themselves from Annum’s sign in page:

1. From within a Plan, go to Plan Settings in the center top of the application. Select Team from the drop down menu
2. Click the caret icon to the far right of the team member’s name to open the edit pane
3. You will see a “Reset Password” link on the right hand side of the edit pane
4. Click “Reset Password”
5. The team member will receive an email inviting them to set a new password and then immediately log in with itto Annum

Instructions for Admins:

Change a Team Member’s Plan Role or Edit Rights

1. From within the appropriate Plan, Go to Plan Settings in the center top of the application. Select Team from the drop down menu.
2. Click on the caret icon to the far right of the team member’s name to open the edit pane
3. Click on Role, Budget, and Channel Edit Rights drop downs to change settings
4. Click on the checkmark to save the changes

Revoke a Team Member’s Access to a Plan

1. From within the appropriate Plan, Go to Plan Settings in the center top of the application. Select Team from the drop down menu.
2. Click on the caret icon to the far right of the team member’s name to open the edit pane
3. Click on the red trashcan to to the right of their name to remove their access to that specific Plan

IMPORTANT: If your account has multiple Plans / calendars, this does not remove their access to other Plans in the Account. Repeat the steps above for each Plan you would like to remove their access to.

IMPORTANT: This does not remove them from the Account and free up their seat. Only Account Owners can remove a team member from the account and free up their seat. When you click the trashcan icon next to the team member’s name in Plan Settings / Team it removes the team member’s access to that specific Plan but their seat in the account remains. This is to accommodate customers with multiple Plans / calendars in their accounts.

Edit a Team Member’s Profile

IMPORTANT: This can only be done by Account Owners. To see who your Account’s Owner is, click on Plan Settings in the middle top of the app. Then select Team from the drop down menu. 

Instructions for Account Owners:

1. Click on the circle in the bottom left corner of the app
2. Click on Account Settings
3. Scroll down to Team
4. Click on the pencil icon to the right of the team member’s name to open their Profile
5. At the top of the team member’s profile you can edit their first name, last name, change their email address, and create a new password for them
6. Then click Save
7. Also within their Profile you can:
   • Click on the red trashcan to the right of your Account’s name to remove them from the account and all Plans they have access to at once
   • Click the red trashcan to the right of a Plan’s name to remove their access to that specific Plan

Note: Team members can reset their own passwords by clicking on Forgot Password? on the sign in page. 

Remove a Team Member From the Account — to Free Up Their Seat