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How to invite new members to the team?

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  2. How to invite new members to the team?
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Written by Megan Ellis

Last updated 1 month ago

Demo

Here’s a demo to show how you can do this:

Go to Team Settings

Navigate to the “Team” menu item in the left navbar, select “Staff” to access the relevant settings.​

Invite a New Member

Click on the “Invite Member” button to start the invitation process.​

Enter Member Details

Provide the email address of the person you wish to invite.
Assign an appropriate role or permission level based on the access you want to grant.​

Send the Invitation

After filling in the necessary details, click on the “Send Invitation” button.​

Await Confirmation

The invited member will receive an email with instructions to join your team.
Once they accept the invitation, they will have access to the projects and resources you've shared.

Table of Content

Demo
Go to Team Settings
Invite a New Member
Enter Member Details
Send the Invitation
Await Confirmation
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