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Inviting a New Team Member

Inviting a New Team Member

 

https://youtu.be/52ldPHKHBhg

To invite a new user to a team

  1. Select the team you want to invite the new member to and select “Members” 

    1. If the team you’re looking for is not pinned to your favorites, Select the Workspace and select Teams to find the team. Use the search box to find the team or explore the teams by expanding and collapsing. 

  2. Select the “Invite” button 

  3. Enter the email address for the person or people you wish to invite to the team. You can enter more than one email address in the box if necessary (press Enter after each one add more). 

  4. You can also choose the language to send the invitation in. This will also set the default interface language for the new user.  

  5. Select “Send Invites” 

  6. A notice will appear confirming that you successfully invited new members. 

  7. Once the new user has accepted the invitation, be sure to set their Team Roles correctly.

  8. If a new user’s invite expires, as the inviter go to the manage invites page. From there you must first cancel the expired invitation and then resend a new invite.

  9. If your invitation has expired, you must contact the person who originally invited you and request that they follow the steps outlined in step 8.

 

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