To invite a team member, you can click on the gear icon in the top-right of the screen.
Then, click the Invite Member button below. You can then enter the following details:
- Full name
- Email address
- Team: if you are working in a firm that has multiple locations, you can specify which one. Otherwise, choose Users (the default team).
- Select the User Role. Default roles are Organizational Admin, Team Director, Team Manager and Team Member.
You can preview each role's associated permissions by selecting it in the drop-down and viewing the Permissions section below.
Once you hit Invite in the top-right corner, the user should receive an email invite within a few minutes. The invitation will expire after 7 days, but can be re-sent from the Invitations Pending tab.
If you are still having difficulties, please create a support ticket by emailing email@example.com, or wait for a response if you've already created one.
If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.
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