Invite Team Members

Knowledge Base

Administrators can add or remove a team member in the portal. When logging into the portal, navigate to the Team area as shown below.

1. Click on “Team.”

2. Click on the green box, “Invite Team.”

3. You can add the team member in one of two ways. First, add the team members’ email address to the box below and then assign the team member’s rights (Basic, Standard, Administrator). You can also assign team members using the “or add Team from…” link under the email address box where you can view your connected team members.

4. Add a brief note to the “Invite Message” before clicking “Invite” to welcome the team member into the portal.