As a manager, you can easily add or remove people from your team in Pathlight. As soon as you add someone to your team, they will also be added to all your Paths, and if you have a live data connection, their data will start loading in automatically within the hour.
Removing someone from your team will remove them from all your team's Paths, but will not delete their Pathlight account.
Add someone to your team
Part 1 Add to team
1. Go to the team dashboard view
2. Select Add Person
3. Type the name of the person you want to add (you can add multiple people at once)
4. Select Add Person. They're now on your team!
Note: If you can't find the person you're looking for in the search box, reach out to the Pathlight support team using the chat in the bottom right corner. Also see the steps below on how to add create a new person who does not have a Salesforce or Zendesk account.
Part 2 Invite new users
5. Select People
6. Select Send Invite
Note: Only invite someone if they have not yet create a Pathlight account
Optional - How to add a person who does not have a Salesforce or Zendesk account
- Select Add Person
- Type the name of the person you want to add
- Select Create new person
How to remove someone from your team
1. Click the People tab
2. Find your team
3. Click the three dots next to Send Invite
4. Click "Remove from team" button
Note: Removing someone from your team will not delete their account.
Still have a question? Send us message to our Pathlight support team using the chat in the bottom right corner.