- Once logged in, if you are an Administrator, on the homepage click on Invite to invite new members or Members to manage existing members.
Or from any other page, click on your name on the top-right corner, and click on Members.
- On this page, use the Invite a Member section to add members to your Organization.
- Enter First Name, Last Name and Email, then click Send Invitation. All fields are mandatory.
- The member gets added to your list of members and an email invite is sent to the member to join your organization.
- Individual roles can be assigned to each member. Members can be disabled too.
- Member profiles can be updated by selecting the member and the profile will pop-up on the right panel. Once completed you can save any changes made by clicking on the Save button. You can also delete a member using the Delete button. If on a supported plan, you can also set the member's default branding.