Applies to: Admins and Managers
When you need to add new users to your staff, you have a variety of ways to invite them. In this article, we review how to invite someone based on what role they are being assigned to.
Overview
Either from the Home Page or Settings, select Staff
Select +Add Staff Member
Select What role should the user be invited as?
Select Which teams should the users be invited to?
Select How do you want to send invitations?
-Send invitations via Email
We’ll email each address you provide on your behalf.
-Send invitations via SMS (US & Canada only)
We’ll send a text message to each phone number you provide on your behalf.
-Create an Invitation Link
We’ll generate a shareable link valid for 24 hours, along with a security code for added privacy.Click on Continue
1. From the Home Page, select Staff. You can also navigate to Staff from Settings.
2. Select + Invite staff
3. Select What role should the user be invited as?
4. Which teams should the users be invited to?
5. Click on How do you want to send invitations?
-Send invitations via Email
We’ll email each address you provide on your behalf.
-Send invitations via SMS (US & Canada only)
We’ll send a text message to each phone number you provide on your behalf.
-Create an Invitation Link
We’ll generate a shareable link valid for 24 hours, along with a security code for added privacy.
6. Click on Continue
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