Inviting Team Members

The Admin has the ability to manage team members in the organization (add and remove members). Each team member is also assigned a role that may be changed later.

 

Inviting a Team Member

 

Open the menu and navigate to Settings.

 

Menu

 

Navigate to the Members page and select Invite Member.

 

TeamMembers

 

Enter the team member's email address and select a role. You may add team members to invite multiple members at the same time.

 

InviteTeamMember

 

Changing a Member's Role or Removing a Team Member

 

  • Open the actions menu for the member.
  • To change the member's role: select Change Role.
  • To remove the member from the organization: select Remove.

 

 

 

Need more information or have questions we didn't cover here? Get in touch!