Add Member to Organization

1. Introduction

This guide provides a step by step walkthrough of Add Member to Organization using Causey

2. Click "Settings"

After logging in, select the drop-down menu in the top navigation bar and then select Settings.

3. Click "Add New Member"

To add a new member, select Add New Member in the top navigation bar.

4. first name, last name, initials, email

The administrator should enter the first name, last name, initials, email, and access level for the person who will be invited to join.

5. Click here

Choose the Access Level

6. Access Level

For definitions of the various access levels, hover over the “i” next to the Access Level header.   

7. Now or wait

Select to invite the member to the software now or wait until another time.

8. Click "Add Member!"

Once the member information is entered, select the Add Member button. Return to Settings by selecting the Back to Organizational Settings button

9. Organization Team

Additional Assistance: Once in the Organization Settings page, scroll down to the Organization Team Use the three dots button in the All Team Members list to send an invitation to a team member.

10. 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.

This guide covered the steps required to Add Member to Organization (5 steps) in Causey.

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.