How to add or invite a new user/member (employee) to my TEAM account?
- Paulo Peres
- Cody Thomas
- Wendy Jean
Admins and Owners of the TEAM or ORG owner accounts are the only ones that can invite a new user to the TEAM.
1 - Green top Right Button: “Invite a Member” – Click on this button and enter your new member's email address
1a - Depending on your level of permissions, you can also assign a newly invited user to be an Admin, Owner, ORG Admin, or ORG Owner.
2 - The user will be invited to create their account under your TEAM along with any permissions you assign.
3 - Once you send an Invite to a new member, you will see their email appear in the “Pending Invitations” section at the bottom of the screenshot. Once under Pending Invitations you can cancel or resend the invite to that member and you can assign permissions or assign a user to a queue. Once the member creates their account, their info will then appear in the TEAM box along with the other active members.
(1) - Invite Member (click on the green “invite member button in the upper right corner)
(1a) Admin (Can invite users and give admin permissions only)
(1a) Team Owner (Can invite and give Owner or Admin permissions)
(1a) Team Admin/ORG Admin (can invite users and give Team or ORG admin permissions
(1a) Team Owner/ORG Admin (can invite users, and give Team Admin, Team Owner or ORG Admin permissions)
(1a) Team Owner/ORG Owner (can invite users and give ALL permissions)
(2) Invite Email Sample:
(3) Pending - you can cancel or resend the invite to any pending member and you can assign permissions levels or pre-select queues during the pending state.
Once active, the new member's information will show up as active members. You can invite as many members as you want depending on how many users (licenses) you have purchased. For example, the above account plan has 25 paid users total therefore you will be able to invite 21 more members to your Team account. If queues are active, they will count as a user.