Inviting team members can be done easily by following a few simple steps. In this article, we will guide you through the process of inviting team members to your organisation.

Step 1: Access the Invite Team Member Button

The first step in inviting a team member is to access the "Invite Team Member" button on the platform from the top navigation bar.

Step 2: Populate the Required Fields

A form will appear on the screen. You will need to fill out the required fields, which include the team member's first name, last name, phone number, job title, and email address.

Step 3: Set a Role Type

You will need to set a role type for the team member. This will determine the level of access and permissions they will have on the platform. If your unsure what to select you can read this article explaining more.

Unable to set a role and continue? This may be because you have run out of Paid seats. You can easily add more seats to your account by following this article.

Step 4: Send the Invitation

Once you have completed the required fields and set the role type, you can then send the invitation to the team member by clicking the "Invite" button. The team member will then receive an email invitation to join the platform.

Step 5: User Acceptance

The final step in inviting a team member is for them to accept the invitation. The email invitation that they receive will include a link to join the platform. They will need to click on the link, create an account, and set up their profile. Once they have completed these steps, they will have access to the platform and can begin collaborating with the team.