Add team members to the Account

Step 1: Add a team member

• Log in to the application.
• Click on the profile icon on the top right side of the navigation bar.
• Click on the “Team” button.
• Click on “+ Add Team Member”.
• Enter the First name, Last name, and Email address.
• Under Roles: Select the needed roles using the drop-down menu.
• Under Notifications: Enable or Disable “Application level access” and/or enable or Disable “System notifications”.
• Under Schedule archive: Enable or Disable “Schedule archive” to automatically archive this user at a specific date and time.
• Verify the details are correct.
• Click on “Send Invite”.

The team member will receive an email invitation to join.

Step 2: Activate an account

• Open the invitation email.
• Click on the link to join.
• If needed, update the first name and last name.
• Enter a phone number (Optional).
• Enter a password with a minimum of 12 characters.
• Confirm the password.
• Accept the “Terms of Service” and “Privacy Policy”.
• Click on “Continue”.

Step 3: Verify an account

• Open the verification email.
• Click on “Verify”.
• Click on “Go to Login”.