How to Invite a User

  1. Navigate to the Teams section in the left-side menu
  2. Before proceeding, check the available number of seats against the allowed seats in your subscribed plan
  3. If you have reached the maximum number of seats allowed, the Invite and Add User buttons are no longer visible on the page
  4. You are prompted to upgrade your plan to accommodate more seats
  5. If there are still available seats, click on the Invite User button
  6. Provide the user’s first name, last name, and email address
  7. Select the appropriate role for the user
  8. Click Submit to send the invitation
  9. The user receives an email to set their password
  10. Open the email and click on the provided link
  11. The user is directed to the password setup page
  12. Enter a password
  13. Click Set New Password to confirm
  14. The user is then redirected to the login page where they can access their account using the new password