Add a Team Member

Overview

Client Owners can manually invite new team members to join their organisation within Onefile. New users receive an email invitation where they can set up their account and access their assigned roles.

User Roles

This feature can be used by:

• Client Owners

Steps to Add a Team Member

1. Click My Organisation in the navigation menu.
2. Click Add team member.
3. Enter the new member’s First Name, Last Name, and Email Address.
4. Select the role(s)you wish to assign.
   • You can assign more than one role to each user.
5. Click Invite team member.

The new team member will receive an email with a link to activate their account and access Onefile.

Tips & Notes

• Ensure email addresses are correct — the invite will not send if the address is invalid.
• Roles can be edited later via Manage your team.
• If the user does not receive the invitation, advise them to check junk/spam folders or safelist Onefile email domains.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Related Articles

• Archive Team Members
• Lock Team Member
• Add an Applicant

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.