How to add new members to your team

Modified on Fri, 19 Jan at 4:17 PM

From our platform, you can create a team by adding new members to your account. To do this, you should go to: 

Settings > My Team

On this screen, you'll find two options for adding new members to your team: Add them yourself or create an invitation link for them to set up their access to the platform. In this article, we will show you how both options work!

Add a new member button

Clicking on the "Add user" button, you will see on the screen a form where you should enter the information of the new member of your team and provide them with a password.

As you can see, the main characteristic of this method of adding a new user is that the login credentials for the new user will be provided by you and not created by the new user.

Create invitation link button

With this option, when you click on the "Create an invitation link" button, you will see a form on the screen where you only need to enter the email of the new member you want to add to your team.

Once you enter the email of the new member, an invitation link will be created and displayed at the bottom of the screen, forming a list of all the invitations you create. At this point, you just need to copy the invitation link and send it to the new team member.

Once the user clicks on this link, they will see the following form where they need to enter their login details and create a password.

Once this is done, the access for the new member of your team will be ready!

Now that you have added a new member to your team, you can grant them a specific role and permissions within your account. To learn how to do this, we invite you to read our article How to manage Roles & Permissions in my team.

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