Add Member to Organization (5 steps)

Step 1:

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

Step 2:

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

Step 3:

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

Helpful Tip:

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

Step 4:

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

Step 5:

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

Additional Assistance:

Use the three dots button in the All Team Members list to send an invitation to a team member.

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.