From the portal’s home page, locate the “Team Members” tab in the navigation menu on the left and click on it.
On the Team Members page:
Click “Add Team Member” (or “Add Team” if you already have team members added) to start the invitation process.
Fill in the required information, including:
Name
Email address
Role within the organization
Once submitted, a confirmation message will appear indicating the invitation was successfully sent.
The invited user will receive an email with instructions to accept the invitation and create their account.
To resend the invitation, see this article.
How can I invite a new team member?
Steps to send invitations for new team members to join
Written by Mary Bowers
Updated over a week ago