Inviting Users

Inviting Your Teammates

Step 1: Navigate to Users Settings

You can access the Users settings by navigating to Settings >Users.

Step 2: Add a User

Click Add User to add your teammate to the Account. You may invite your teammate using their name, email address and specify an appropriate access level for them.

An email invitation will be sent to the newly-added User and they will be prompted to join your account by setting up their password via the Click Here to Login link.

Step 3: Group Users in Teams

When Users accept your invitation, you may create Teams to group your Users for better visibility. Learn more on how to manage Teams here.

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