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Invite Team Members

How to add people to the team from within the platform.

To add a new team member, follow these simple steps:

1. First, click on the profile icon located at the top right corner of your screen.

2. From the dropdown menu, select Account. Alternatively, if you see a settings gear icon in the left hand menu, you can click on that instead.

3. Select Team.

4. Locate the New Member button and click on it.

5. You will be prompted to enter the name and email address of the new team member.

6. Once you have entered all the required information, click on the "Invite Member" button to send an invitation to the new team member.

7. Status of invitations sent can be viewed from the Invitations dashboard.

INFORMATION

Congratulations! You have successfully added a new team member to your team. Make sure to communicate any important information with them and help them get started.