How can I add a team member to my organization?
If you're an account owner or a manager, you can create users' profiles and invite users or team members in your organization—in this guide, we'll cover how to go over these two actions.
Adding a new team member
- Head to Team
- Click the New green button
- You'll see the New Team Member page; enter the new team member details as shown below
- Click on Create
Once the new user's profile is created, you can go ahead and send the invitation to the team member to join the account
- Head to the Team tab
- Click Invite
- Select the user or users you'd like to invite
- Click Send Email Invites
Alternatively, you can also share a registration link with your employees, and they'll be able to use it to join the organization
- Head to Team
- Click Invite
- Click Share Registration Page
- Click on Copy to copy the link
If you're not allowed to use the registration page, make sure this feature is enabled in your account's settings:
- Head to Settings
- Click Registration Page
- Toggle ON the option that fits you better
- Click Save
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