Managing and inviting your team members

FAQs covered in this article:

How do I invite my team to the system?

How do I assign account roles to team members?

Inviting your team members

1. Click on “Invite user” in the top right corner.
2. Fill in the required information for each team member.
3. Send out the invitations to each member. They will receive an email to activate their account.
4. After you send the invitation, your team members simply need to follow the steps in the email, and their profiles will be attached to your company account with the roles and permissions you’ve selected.