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How can I invite a new team member?

Steps to send invitations for new team members to join

Updated over a month ago

Ready to grow the team? Adding someone new is super simple! Just go to the Team Members page, click the “Add Team Member” button at the top right of your screen.

A form will pop up asking for their:

  • Name

  • Email address

  • Phone Number

  • Role (Choose Admin or Manager)

Once you hit “Add User”, it will automatically prompt an onboarding email to them to quickly set up their account!

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