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How do I Add a Team Member?

Add a coworker to help manage the CRM or assign project tasks

Written by Jana

  1. Log in to your account

  2. On the top right choose the person icon

  3. Choose Company Settings from the drop-down

  4. From there the Company Settings page will load

  5. At the top, choose the Team Members tab

  6. On the top right of the page,click New Member

  7. Complete the information needed to add a new member

    1. required fields are indicated with an *asterik

  8. Click Send Invitation

  9. You will see the team member has been added with the status updated to Invite Sent

  10. The team member will receive an email to join your team on the CRM

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