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

  1. Head to Team
  2. Click the New green button
  3. You'll see the New Team Member page; enter the new team member details as shown below

  1. 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

  1. Head to the Team tab
  2. Click Invite
  3. Select the user or users you'd like to invite
  4. 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

  1. Head to Team
  2. Click Invite
  3. Click Share Registration Page
  4. 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:

  1. Head to Settings
  2. Click Registration Page
  3. Toggle ON the option that fits you better
  4. Click Save
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