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You must be an Organization Admin to invite team members.
  1. Navigate to Settings > Team. Select Invite Team Member.
  2. Enter the team member’s workplace email address.
  3. Select their role from the dropdown: Organization Admin, Organization Manager, Team Member, Billing Admin, or Read-Only. Organization Admin is only selectable if your organization doesn’t already have one, since an organization is only permitted to have one. If your organization already has an Organization Admin, that option won’t appear in the dropdown; you can transfer the role to an existing team member instead using Transfer Admin. More information on what each role can do appears in Roles & Permissions.
  4. Select Send Invite. The system generates a unique invitation that is valid for 7 days.
  5. The system sends an invitation email to the specified address containing an acceptance link.
  6. The invited team member clicks the link, reviews the invitation details, and enters a verification code sent to their email. If they don’t already have a password on the platform, they set one here. They must accept the Service Agreement and the invite. A teammate who has accepted your invite appears in your organization roster.