Add Member to Organization
1. Add Member to Organization
This guide provides a step-by-step walkthrough on how administrators can add a member to an organization in Causey.
2. Click "Settings"
Click Strategy in the upper-left corner of the page to open the drop-down menu, then select Settings.
3. Click "Add New Member"
In the top navigation bar, click Add New Member.
4. Members' Details
The administrator should enter the first name, last name, initials, email, and access level for the person who will be invited to join.
5. Assign an Access Level
Choose the Access Level
6. Access Level information
Details about each access level can be viewed by hovering over the “i” icon next to the Access Level header.
7. Now or wait
Select whether to invite the member to the software now or send the invitation at a later time.
8. Click "Add Member"
Once the member information is entered, select Add Member. A confirmation banner will appear indicating that the new member has been added.
9. Return to the Settings Page
When finished adding team members, select Back to Organizational Settings to return to the Settings page.
10. Manage Members
On the Organization Settings page, click Manage Member in the top navigation bar to view Organization Members.
11. Invite Member
Use the three-dot button next to the team member’s name in the All Team Members list to send an invitation.
12. Status column
Administrators can tell when an invitation to join the software and plan is waiting to be accepted, if the invitation is close to expiring, or has expired based on the Status column.
The green check notes that a user has been invited and has joined the software.
The black X notes that a user has been added to the plan but not invited to join the software yet.
The green clock notes that an invitation is waiting to be accepted. A person has 14 days to accept an invitation. They will be reminded two times during that window if they have not yet accepted the invitation.
The orange clock notes that an invitation has been sent, has not been accepted yet, and is close to expiring.
The red X notes that an invitation has been sent but was not accepted before expiring. The invitation has expired and a new invitation will need to be sent.
13. You're all set.
This guide covered how to add a member to your organization in Causey. You can return to your settings at any time to manage members or visit help dot causey dot app for more resources.
