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Follow these steps to invite a new team member to your organization:
Before inviting a team member, ensure that the required department has already been created. Team members must be assigned to an existing department.
  1. Navigate to the Team Members section.
  2. Click Invite Team Member.
  3. Enter the member’s Full Name.
  4. Enter the member’s Email Address.
Login credentials and the invitation email will be sent to this address.
  1. Select the Department from the dropdown list.
  2. Click Send Invitation.
  3. The team member will receive an invitation email and can access their assigned department after accepting the invitation.
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