Add Member to Organization (5 steps)
After logging in, select the drop-down menu in the top navigation bar and then select Settings.
To add a new member, select Add New Member in the top navigation bar.
The administrator should enter the first name, last name, initials, email, and access level for the person who will be invited to join.
For definitions of the various access levels, hover over the “i” next to the Access Level header.
Select to invite the member to the software now or wait until another time.
Once the member information is entered, select the Add Member! button. Return to Settings by selecting the Back to Organizational Settings button.
Use the Invite/Reinvite column in the All Team Members list to send an invitation or re-send an invitation to a team member.