Note on Permissions: Invited members are granted 'Administrator' roles, allowing them to start streams and manage destinations. However, to ensure reliability, they cannot change the Stream Key or remove the Account Owner

Important Notes:

• The invited person must complete the process to become a team member(User) of a Switchboard Account they've been invited to. They'll need to open the email and click the reset password button. The steps are explained here: Invitation to become a Team Member of a Switchboard Account.

Step 1: Open Management Page

• From the main menu (top left), select Management, then click Team Members from the sidebar.

Step 2: Send the Invite

• Enter the email address of the person you wish to invite.

• In the ‘Role’ dropdown, confirm that Administrator is selected, then press ‘ADD’.

Next Steps

The invited user will receive an email from Switchboard Live. They should follow the steps in this support article -How to Accept a Team Member Invite

Tracking Invite Status

Once you press ADD, the team member's status will appear as "Unconfirmed" until they accept the invitation.

• Action Required: The invited user must open the Switchboard Live email and set their password.

• Tip: If the status remains 'Unconfirmed,' ask them to check their Spam folder for an email with the subject line: Switchboard Live | Create Account.

Once they complete the process, their status will update to "Administrator," and they can begin managing streams immediately.

You are labeled as the Owner.

Repeat the steps to invite additional team members to access the Switchboard account.

Remove a Team Member

1. Navigate to the Team Members page.

2. Identify the User (s) you want to remove.

3. Press the trashcan icon to remove the User(Manager) from the Switchboard Account.

4. Confirm the removal to revoke their access to the Switchboard account instantly.