How to Invite a User

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