Invite Team Members

Learn how to invite a team member to your team and set up their permissions.


Invite a Team Member

  1. Click on your team name in the upper right hand corner.
Click on Team Name
  1. Click Team Settings
Click Team Settings
  1. Enter the email address of the person you would like to invite to your team.
Enter email address for Team Member
  1. Click Add. Your new team member will be sent an email invitation to join your team.
Add Team Member

Configure Team Permissions

Once your team members accepts your invitation, you can configure their permissions and access levels.

  1. Click on your team name in the upper right hand corner.
Click on Team Name
  1. Click Team Settings
Click Team Settings
  1. Click Manage Permissions for the team member you want to set permissions for.
Manage Permissions for team member
  1. To grant specific permissions to a team member, simply click on the corresponding boxes. Once you've chosen all the required permissions, click Close.
Grant permissions to team member
  1. The team member will now have those set permissions.
View updated team member permissions
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