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Add a Team Member

  User Roles

This feature can be used by the following user roles:

  • Client Owners

To invite team members follow the steps below:

  1. Click Organisation Settings in the navigation menu
  2. Click Manage your team
  3. Click Invite new member
  4. Add the First Name, Last Name and Email Address of the new member
  5. Select the role(s) you wish to assign (You can assign multiple roles to each user)
  6. Click Invite team member
J
Jade is the author of this solution article.

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