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How do I invite new users to my Team?
How do I invite new users to my Team?

Add new users to your Endear Team

Updated over 2 weeks ago

Applies to: Admins and Managers

In this article, we will provide an overview on how to add new users to your Brand account.

Once the user has accepted the invitation, they will appear in the user overview page. You can adjust the Role and Team configuration at any time.



To add a new user to your Team:

Overview:

  1. Go to Settings

  2. Click on Users

  3. Click on Invite Users

  4. Select What role should the user be invited as (User, Manager or Admin)

  5. Select Which teams should the users be invited to (add one or multiple)

  6. Select How you want to send invitations

  7. Click Continue


1. Click on Settings

Step 1 screenshot

2. Click on Users

Step 2 screenshot

3. Click on Invite users

Step 3 screenshot

4. Select What role should the user be invited as

Step 4 screenshot

5. Select Which team(s) should the users be invited to

Step 5 screenshot

6. Select How you want to send invitations, then click Continue

  • Send via Email

  • Send via SMS

  • Send via an invitation link: Ideal when sending to multiple users with the same access

Step 6 screenshot

Step 7 screenshot

Step 9 screenshot

7. Click on Continue

Step 10 screenshot

8. If using an invitation link, you will see a confirmation page. You always have the ability to revoke an invite by clicking the Revoke button

Step 11 screenshot

For more information:

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