--- title: Adding Team Members description: We understand the importance of having a seamless process for adding team members on the customer portal. Below are step by step instructions: --- [Skip to content](https://help.ideal.com/migration/adding-team-members#main-content) English Show submenu for translations ![logo.png\]](https://help.ideal.com/hs-fs/hubfs/logo.png?height=40&name=logo.png) Open main navigation Close main navigation - English Show submenu for translations Welcome! Search our knowledge base or choose an article below... - There are no suggestions because the search field is empty. 1. [Knowledge Base Articles](https://help.ideal.com/migration?hsLang=en) 2. [Organizations](https://help.ideal.com/migration/organizations?hsLang=en) 3. [Quick Start Guides](https://help.ideal.com/migration/organizations?hsLang=en#quick-start-guides) # Adding Team Members ## We understand the importance of having a seamless process for adding team members on the customer portal. Below are step by step instructions: 1. **Navigate to Account Settings:** From any screen on the customer portal, click on your name in the bottom left corner. **Select “Account Settings”** 2. **Go to Team Members:** In the “Team Members” tab, select + New Team Member in the upper right-hand corner. ** ![](https://help.ideal.com/hs-fs/hubfs/image-png-Jan-12-2024-04-54-12-1544-PM.png?width=688&height=366&name=image-png-Jan-12-2024-04-54-12-1544-PM.png)** **   3. Enter Team Member Details:** Enter team member’s business email, first and last name. **   4. Choose Role:** Select Role from drop down menu. All roles can add new [locations](http://www.mkt.ideal.com/locations)and [jobs](http://www.mkt.ideal.com/jobs), [post](https://help.ideal.com/migration/new%20shift%20screen) and [edit](https://help.ideal.com/migration/upcoming%20shift%20schedule%20screen) shifts, approve [timesheets](http://www.mkt.ideal.com/timesheets) and [add team members](http://www.mkt.ideal.com/addteammember) , and view your [organization's account information](https://help.ideal.com/migration/Org%20information%20page?).  **   5. Location Access:** Give user access to all locations or select specific locations by checking the box beside the location name. **   6. Send Invitation:** Select “Send Invitation” in the upper right-hand corner. ** ![](https://help.ideal.com/hs-fs/hubfs/image-png-Jan-12-2024-04-55-33-2668-PM.png?width=688&height=356&name=image-png-Jan-12-2024-04-55-33-2668-PM.png)** **   7. Confirmation Email:** Your team member will receive an email from [talentmarketplace@ideal.com](mailto:talentmarketplace@ideal.com) to set up (reset) their password on the portal website. Logins will always be your business email address. **   8. Troubleshooting:** If team members do not receive the email within 10 minutes (and have checked their junk folder), kindly instruct them to reach out to [customersupport@ideal.com](mailto:customersupport@ideal.com) for assistance. We’re here to help and can resend invitation if needed. **What access and permissions does each role have? ** - **Admin, Hiring Manager and Supervisor** -These roles can add new [locations](http://www.mkt.ideal.com/locations)and [jobs](http://www.mkt.ideal.com/jobs), [post](https://help.ideal.com/migration/new%20shift%20screen) and [edit](https://help.ideal.com/migration/upcoming%20shift%20schedule%20screen) shifts, approve [timesheets](http://www.mkt.ideal.com/timesheets) and [add team members](http://www.mkt.ideal.com/addteammember) , and view your [organization's account information](https://help.ideal.com/migration/Org%20information%20page?). Access to locations can be restricted when adding a team member. Please contact [customersupport@ideal.com](mailto:customersupport@ideal.com) if you need to make changes to team member's location access.  - **User permissions by role are coming soon!** - [Welcome](https://help.ideal.com/migration/welcome?hsLang=en) - [Workers](https://help.ideal.com/migration/workers?hsLang=en#main-content) - [Quickstart Guides](https://help.ideal.com/migration/workers?hsLang=en#quickstart-guides) - [FAQ](https://help.ideal.com/migration/workers?hsLang=en#faq) - [Policies](https://help.ideal.com/migration/workers?hsLang=en#policies) - [Organizations](https://help.ideal.com/migration/organizations?hsLang=en#main-content) - [Setting up your ideal portal](https://help.ideal.com/migration/organizations?hsLang=en#setting-up-your-ideal-portal) - [Quick Start Guides](https://help.ideal.com/migration/organizations?hsLang=en#quick-start-guides) - [Ticket Response](https://help.ideal.com/migration/organizations?hsLang=en#ticket-response) - [FAQ](https://help.ideal.com/migration/organizations?hsLang=en#faq) - [Creating a new shift](https://help.ideal.com/migration/organizations?hsLang=en#creating-a-new-shift) - [Adding Users/Team members](https://help.ideal.com/migration/organizations?hsLang=en#adding-users-team-members) - [Repost Shifts](https://help.ideal.com/migration/organizations?hsLang=en#repost-shifts) - [Blocking a worker](https://help.ideal.com/migration/organizations?hsLang=en#blocking-a-worker) - [Review & Approve Timesheets](https://help.ideal.com/migration/organizations?hsLang=en#review-approve-timesheets) - [Chat Feature](https://help.ideal.com/migration/organizations?hsLang=en#chat-feature) - [Manual Timesheet Adjustments](https://help.ideal.com/migration/organizations?hsLang=en#manual-timesheet-adjustments) - [Posting Multiple Shifts](https://help.ideal.com/migration/organizations?hsLang=en#posting-multiple-shifts) - [Internal Documentation\`](https://help.ideal.com/migration/internal-documentation?hsLang=en#main-content) - [Worker Performance Score](https://help.ideal.com/migration/internal-documentation?hsLang=en#worker-performance-score) # Ideal Our Support team is available Monday through Friday 8:00 am - 5:00 pm. 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