How to Add Team Members as a Team Leader

As a team leader, you have the ability to manage your team members within the platform. This includes adding new team members to your team. In this article, we will guide you through adding team members to your team.

To begin, you must access the 'Team Management' menu. This can be done by logging into your account and navigating the 'Team Management' menu. You will have access to this menu if you are a team leader.

Once you have accessed the 'Team Management' menu, you must navigate to the 'Team Members' submenu on the side menu. This can be found on the left-hand side of the screen.

Click the 'Add Team Member(s)' button to add a new team member. Select 'Invite Team Member(s)' from the drop-down menu.

This will open the 'Invite New Team Member(s)' modal. In this form, you will need to provide the following information:

If you need to invite more than one additional user simultaneously, you can do so by clicking 'Add additional team member' and completing the same information again for the additional person.

You also have the option to add a custom message to be included with the email invites. This can be helpful if you want to provide additional information or instructions to the new team members.

Once the invite has been sent, each new invitee will receive an email with a link to accept the invite. They must click on the link and follow the instructions to set up their account.

During this process, the new user may be prompted to add additional information and set a password for their account.

You have successfully added new team members to your team. They can now access their account and begin using the system.