Invite Team Members

Add new team members and manage their roles within the platform.

Overview​

Add new team members by accessing the team management section, sending invitations, and managing pending invites.

Step-by-Step Guide​

1. Access Team Settings​

1. Go to the platform's landing page
2. Click Settings in the main navigation menu

2. Open Team Management​

1. Click Team in the left sidebar

3. Create New Invitation​

1. Click + New member at the top of the page

4. Set Up Member Details​

1. Enter the new member's email address
2. Select role(s) for the team member
3. Add any additional information
4. Click Send Invitation

5. Track Invitations​

• View pending invitations in the "Invitations" tab
• Monitor invitation status and resend if needed
• Manage existing invitations

Important Notes​

• New members receive an email invitation to join the platform
• They must accept the invitation to gain access
• Invitations expire after 7 days
• You can resend or cancel invitations at any time
• Assign appropriate roles based on team member responsibilities

Team Member Invitation Process​

This video shows how to invite new team members and set their roles and permissions.