Getting started

Onboarding your team members

How to create non-registered team members, invite users and get them going with Shelf

Time to get your team onboard, you have the flexibility to add anyone you prefer to your Shelf workspace, either as a non-registered team member or a user. The difference between non-registered team member (NRM's) and users lies in that a user actually has a Shelf account linked to an email address. As the account owner, you have the authority to create NRM's and invite new users to your workspace. Allow us to guide you through the process.

Non-registered members

Non-registered team members (NRM's) are individuals designated for use in bookings or asset custody. They do not possess direct access to an account unless they receive an invitation to become a user. Consider NRM's as those with whom your team interacts, possibly lending assets to or maintaining communication, yet they don't interact directly with Shelf.

Adding NRM's can be accomplished by going to the Team tab in Settings.

The NRM index located in the Settings area

Users

Users are the individuals who are granted access to your Shelf workspace, with their specific level of access determined to best suit your team's requirements (more details to follow). When you extend an invitation to someone to become a user in your Shelf workspace, they will receive an email invitation to create their own login and subsequently gain access to yhe workspace. If they already have a Shelf account they'll just simply gain access to your workspace. You can always revoke access after the fact, if needed.

Alternatively, you are able to convert non-registered members (NRM's) into users by sending them an invite. You can do this via the NRM entry in the index.

User roles and permissions

Currently the only user roles are Account owner, Administrator and Self-service. All of these roles have set permissions for now. We'll be adding more user roles and permissions in the near future. For more information about user roles and their permissions you can read this article.

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