Adding a team member

Learn how to invite staff members to your organization and configure their initial roles.

Process Overview

To add a team member to your organization, you must send them an invitation link via email. Once they accept, they will be granted access based on the role you've assigned them.

Important Note

Invitations stay in a "Pending" state until the user creates an account or logs in via the link. You can track pending invites in the same member list.

Step-by-Step Invitation Flow

Open the Invite Modal

Navigate to the Team dashboard and click the Add Team Member button located in the top right corner.

Enter Team Member Details

Provide the basic identity and role information for your new staff member:

Email Address: Enter their professional email where they will receive the invite.
Full Name: Enter the user's first and last name.
Role Selection: Choose the appropriate access level. Learn more about Roles & Permissions
Job Title (Optional): Add a specific title to help distinguish their role within the team list.

Confirmation & Activation

Once you click Send Invitation, the employee will receive a secure link. Advise them to check their inbox—and their spam folder if the email doesn't appear within a few minutes.

Navigation

Tap the global menu and select Team. Then tap the Add Team Member button.

Details

Enter the employee name, email, and select their role. Tap Send Invitation at the bottom of the sheet.

Verification

Ensure they accept the invite via email. Check spam folders if needed.

Adding a team member

In this article

Process Overview

Important Note

Step-by-Step Invitation Flow

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Adding a team member

In this article

Process Overview

Important Note

Step-by-Step Invitation Flow

Was this article helpful?

Can't findwhat youneed?

We're here to help

Can't find
what you
need?