Hey there SkyleaderβοΈ
In this article, we will show you how you can invite a new member to the team.
First, you need to go to the Team management page:
If you have only 1 team, you should click on the Team button here:
If you have more than one, click on the little cogwheel and then View team members here:
Once you have reached the Team management page, click on 'Invite team member' here:
This window will pop out:
You should choose a role you want to assign him and the seats the member will be responsible for:
You will also have the option to allow this team member to manage payment. With this option they would be able to see all the invoices and add seats:
If you have allowed the team member to manage payment you will see a little dollar coin next to their name:
Once you have chosen all permissions you want to give to the team member, click on 'Invite Member' and they will get an invitation in their inbox. When they accept it, they will be able to log in.
Hope this article was helpful!
Enjoy your Skylead experience!βοΈ
Comments
0 comments
Please sign in to leave a comment.