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This guide shows you simple steps to add a new company member.
Only members with the role Administrator have authority to add new company members.
Navigate to Members Management From the Company Admin tab on the left, begin navigating to the Members section.

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Add New Member

Add New Member To add a new member, click the + New Company Member button.

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Create Company Member

Create Company Member Enter/select the following information for the new company member:
  • Full Name
  • Email
  • Role (descriptions of the roles are shown below each role title)
After filling in the new member information and selecting a role, click the Add Member button to proceed.
The member’s email cannot be edited after this step.

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Success!

Success! After creating a new member successfully, a welcome email with instructions for accessing their account is sent to the new company member.