Invite a team member

Inviting team members to your account allows you to share responsibilities and ensure efficient management of your operations. Security also plays a critical role. When inviting team members, carefully consider their responsibilities and assign appropriate access levels to maintain the integrity of your account.

How to invite a team member

1. Navigate to the Teams tab

   • Go to the Account menu and select Teams.

2. Add a new team member

   • Click on the Invite button at the top right corner.

   • Enter the new team member’s email address and their name.

   • Select the appropriate access level for them.

3. Send the Invitation

   • Once you’ve entered the required details, click Invite team member.

   • An email invitation will be sent to the provided email address.

   Note: In the rare event that an invited team member does not receive the invitation, the administrator can resend it using the Resend Invite option.

1. Accepting the Invitation

• The invited team member will receive an email with a unique invitation link.

• They must click on the link, which will direct them to create a password which after they will be able to log in.

Revoking a team member's access:

• Before a team member has accepted their invite, the administrator will have the ability to revoke the invite by cancelling it through the system.