How to add team members | Numinar Help Center

In Numinar, you can easily add new members to your team. All you'll need is their first and last name, email address, and the appropriate user role to determine their access level on the platform.

💡 Unlike many other platforms, Numinar does not restrict the number of users you can add to your account, so add as many people to your team as you want!

Step 1/4: Navigate to the "Team" page

You can click the "Team" page link on the side navigation bar or by clicking here. If you have access to multiple organizations in Numinar, ensure that you have selected the correct organization in the campaign selector dropdown!

Step 2/4: Click the "Add User" button

Step 3/4: Enter the user's information

You can add as many users as you want at one time! You just need the email address of the user you want to invite. Choose the appropriate role to assign to the users (you can always edit this later!). To see a full list of permissions in more detail, check out this article.

Role	Permissions
Owner	Full permissions, can view estimated costs
Admin	Full permissions
Staff	Can create and modify all lists and surveys, but not tags. Doesn't have access to settings, so can't purchase phone numbers. Can't remove users or change user roles. Can add volunteer users but not other users. Also can't do data uploads.
Field Organizer	Can edit and create geofences in lists (not add filters), and cannot create surveys. Can create and edit only canvassing projects.
Volunteer	Can only access assigned projects (can't create lists, surveys, projects)

Step 4/4: Press the "Invite User" button

Once you send the invite, your invitee will immediately be able to login or register at app.numinar.com and access your organization. They should also receive an invite email reminding them to join you on Numinar.

💡 You can now assign users to a team. You can assign specific teams to a project making it easier to multiple users to a project.

💬 Frequently Asked Questions

What if my invitee never receives an email?

Not to worry! They can actually still register and login to Numinar even if they haven't received the invite email for whatever reason. You can also resend an invite by removing the user and adding them again!

What if I want to add a user to multiple organizations?

That's very easy to do! Once you're done adding the user to the current organization you have active, just toggle to each of the other organizations that you'd like to add the team member to using the campaign selector in the top left hand side (on desktop) and then repeat this process. The user can do the same on mobile to toggle between accounts.

How do I remove a user from my account?

Great question! Just click the menu icon on the right hand side of the user you wish to remove, and then select "Remove User" or "Deactivate User".

What's the difference between removing a user and deactivating a user?

Removing a user will remove them from any teams that they are in affecting the team's data on the Reports page. Deactivating a user will keep in their team but will remove a user's access to the organization.