#weretaco-add-team-member

1 messages · Page 1 of 1 (latest)

neon tide
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That's a good question, let me check

mint jewel
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they're all standard accounts fyi

neon tide
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If it's for all your connected accounts, can't you just add them as a team member on the platform?

mint jewel
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they're on the platform level as admin, but can't select accounts from the dropdown

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they can see them under connect but as i'm adding them as an admin they need the full access you get there in the dropdown

neon tide
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Are the Standard accounts created by the platform? If so, why would they need to use the dropdown at the top-left when they can search the account and see it within the Platform's dashboard?

I don't think there's a way to add them as a team member to multiple accounts at once

mint jewel
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ok

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sorry.. got distracted

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i created them all from the platform

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through connect -> create -> created a (standard) connected account

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then went through the process one by one

pallid anvil
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Hi 👋 I'm stepping in for @neon tide

mint jewel
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but there are a number of settings not available unless you change the dropdown

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even the "view dashboard as"

pallid anvil
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So you have a fellow admin on your platform account who does not have access to the Standard Connect accounts?

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Am I getting that right?

mint jewel
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yes, i created them all and he is an admin on the platform account

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but can't see them in the left hand dropdown

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so i think (unless there is another way) i have to go through each of the... 38 accounts and invite him as an admin to that team

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as an admin there

pallid anvil
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Which drop down are you referring to?

mint jewel
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from the top left on the dashboard

pallid anvil
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If you mean the Account drop down in the upper left, that is intended

mint jewel
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he only sees the accounts i've manually added him to

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but i'd like to add him to all

pallid anvil
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I have created 20 standard accounts but since I didn't use the same email each time I don't have access to those accounts

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I need to use Login As through the Connect table or just use the APIs. What is it you are trying to accomplish here?

mint jewel
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i want to ensure he has the same access as i do across all of them. so currently i'm having to go to the account switcher, choose the connect account from there, then settings -> team -> new member and invite him by his email address

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(he's not a developer so api access won't work for him)

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as an example.. if i view dashboard as then go to settings

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my only options there are

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vs the full list of product and business settings

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i might have to add a couple more admin level people so a way to spread 1 user to all connect accounts would be ideal vs manually inviting to each

pallid anvil
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Gotcha. Unfortunately I think your current process is the required process. Standard Accounts are designed to be separate so platforms have reduced control

mint jewel
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ok, we were on custom but are migrating for a bunch of reasons so i'll run through the process