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How to Invite a Team Member

Purpose

This section explains how to invite a new team member to the workspace.

Prerequisites

  • User has access to theTeam Memberssection.
  • Available team member quota exists.
  • Email address of the team member is available. 
 

Steps to Invite a Team Member

Step 1:Navigate to App

Step2:Click on Workspace 

Step3:Select Team Members

Step 4: Click theInvitebutton available on the top-right corner of the screen.

Sample product
Screen- Step to invite Team Member 
 

Step 5: Enter Team Member Details

  • Enter the required details such as:Name
  • Email Address
  • Role (if applicable)

Step 6:After adding details click on save.

 
Sample product
Screen-Add Team Member Details 


Step 7: Send Invitation

  • Click Invite or Submit to send the invitation.

Result

An invitation is sent to the specified email address. The invited user will appear in the Team Members list and can access the workspace after accepting the invitation.

Sample product
Screen-Invited Team Member Added