Granting platform access to additional team members is a straightforward process. Administrators at the Enterprise, Organisation, and Team levels can invite new users to any entities they oversee. Follow these steps to ensure your colleagues have the access they need:
How to Invite a New User
Go to the ‘Members’ tab:
From the left-hand navigation menu, select the ‘Members’ tab.Add a new member:
Click the ‘Add Member’ button.Enter their email:
Type in the new user’s email address, then click ‘Invite.’Set permissions:
Use the toggles to select which entities the user can access.
If they only require access to a team, choose their permission level from the dropdown menu.Save your changes:
Once finished, simply click out of the pane or select ‘Exit’ to save.
That’s it... the invited user will receive an email, and once they accept, they’ll have the access and permissions you assigned.