When adding your team members to your Brightpod account, permissions are important! Clients have a lot less visibility than Team Members. If you added a Client as a Team member and need to change this...
team member
The person who created our Brightpod account has left. How do I change the account ownership?
If you are an Admin in the account you can change the account ownership by following the steps below:
I have added a few team members but they still haven’t received an email. What should we do?
Sometimes emails can get caught in Spam filters. Ask your members to check the spam folder in their email inbox to see if a confirmation email is there. If the email is not found in spam box, you can...
How do I view activity of a particular team member?
Administrators and Team Members can view the workload of other team members by generating a report with Insights or by visiting their Me Page or Profile page. People report on Insights 1. Go to I...
How do I make a team member an administrator and vice versa?
1. Click Team. 2. Select the name of the person who you want to update. 3. On the right side, click ‘Make (name) an Administrator’. You will be asked to confirm that you want to change thi...
How do I invite a new team member to my Brightpod account?
To add a new team member, you can do this two ways: Add the team member and select which pods you want them to be a part of. Create a pod and add new team members to that pod. Add a team member to exi...
How do I remove a team member from a Pod?
Once you remove someone from a Pod, he/she won’t have access to that Pod, but they will still be a part of your Brightpod account. This is useful when a Freelancer has finished with a project an...
Can I delegate work to a person who has not yet accepted the invitation to join Brightpod?
Yes, as soon as you create a pod you can invite someone to the pod and start delegating work. Note: No email or in-app notifications will be sent to the person if he/she has not accepted the invitati...
I am unable to delete members from my Pods. I can’t find the “Remove from this Pod only” option.
If you are an Administrator, you will be able to remove a Team Member from a Pod. If you are unable to see the ‘Remove from this Pod only’ option in step 3 below, you might not have the co...
Can all my team members access all Pods?
No. Only Administrators are able to see all pods. Team members, freelancers, and clients are able to see pods they have been invited to. Learn more about team member permission levels. To view who, ...