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How do I add a Team Member?

Client Owners can invite new team members to your organisation. 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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