How do I add a Team Member?

Team Members with Assistant and Admin permission level can add Team Members by going to the Team Members page from the left side panel.

 

  • Click Add Team Member in the top right corner.
  • Fill-in the information in the pop-up box and click SAVE.

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  • Select the permission level of the Team Member added by using the drop-down arrow to the right side of the user's name.

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  • Permission levels are defined in the top right corner by clicking on Permissions.

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  • To send an email invite for them to log-in and create a password, this can either be done when adding them initially or from the Team Members page by clicking the 3 dots to the far right of the user.

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  • Once you click the 3 dots, from the pop-up window, select Send Email Invite.
  • The user will be invited to log-in and create a password!

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