How to Add Your Team & Manage Users

DeeDee works best when the right people have access to the right information.

You can add your team, assign appropriate roles and manage access directly from your DeeDee dashboard.

1. Open your user settings

Log in to your DeeDee dashboard and navigate to the area used to manage your team and users.

Here you'll be able to see everyone who currently has access to your DeeDee account.

2. Add a new user

Select Add User and enter the team member's required information.

Make sure their details are correct before continuing.

3. Choose their role

Select the appropriate role for that person.

Roles help control what different members of your team can see and manage.

For example, a manager may need greater access to records and management features, while a staff member may simply need access to complete their assigned day-to-day tasks.

Only give users the level of access they need to do their job.

4. Send their invitation

Once you've entered their details and selected the appropriate access, send the invitation.

The team member can then follow the instructions provided to access DeeDee.

5. Manage existing users

Your team changes — and DeeDee can change with it.

Return to your user management area whenever you need to:

• Update someone's details

• Change their role or permissions

• Review their access

• Remove somebody who no longer needs access

It's good practice to regularly check your user list and make sure everyone still has the appropriate access.

You're ready to go

Once your team has been added, they can start using DeeDee as part of the everyday running of your business.

Next up:

👉 How to Set Up & Manage Your Checklists

Stay confident. Stay compliant.