Step 1: Go to the Dashboard
From your main Dashboard, look for the “Team” section in the top menu or left-hand navigation.
Step 2: Click “Add Team Member”
You’ll be prompted to enter the following details:
Name
Email Address
Step 3: Assign a Client
Select which client(s) the team member should have access to. You can assign multiple clients or restrict them to one.
Step 4: Save & Send Invite
Once the information is entered, click “Save”. An email invitation will be sent to the team member with instructions to join the platform.
Note:
Team members will only see the clients they’re assigned to, helping keep access secure and streamlined.
