Add Member to Organization (5 steps)

Step 1:

After logging in, select the drop-down menu in the top navigation bar and then select Settings.

Step 2:

To add a new member, select Add New Member in the top navigation bar.

Step 3:

The administrator should enter the first name, last name, initials, email, and access level for the person who will be invited to join.

Helpful Tip:

For definitions of the various access levels, hover over the “i” next to the Access Level header.   

Step 4:

Select to invite the member to the software now or wait until another time. 

Step 5:

Once the member information is entered, select the Add Member! button. Return to Settings by selecting the Back to Organizational Settings button.

Additional Assistance:

Use the Invite/Reinvite column in the All Team Members list to send an invitation or re-send an invitation to a team member.

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