Invite New Users to Your Organisation

Applies to: All users with admin access

Follow these steps to invite a new team member in your organisation settings.

Invite a New Member:

1. Navigate to Organisation Settings by clicking the gear icon in the top-right corner.
   
   
2. Select Team Members from the left-hand menu.
   
   
3. Click the + New Member button in the top-right corner of the team members table.
   
   
4. In the popup window, fill in the new member's details:
   • Email: Enter the user's email address.
   • Name: Enter the user's name.
   • Phone Number: Enter the user's contact number.
   • Admin?: Use the toggle to control administrative access. Enable the toggle to grant admin access, or disable it for standard access
     
     
   
5. Click Invite to send the invitation and save the new member.