To invite a new team member:
- Go to Settings from the main navigation and select General Settings.
- In the left-hand menu, click on Team.
- Click the blue plus icon (+) to add a new user.
- Enter the required details, such as name and email address.
- Assign the team member to an existing role. (Need help with roles? Learn how to create and manage roles with permissions.)
- Click Create User.
An invitation email will automatically be sent to the new user with instructions to set up their account. Once they create a password and log in, their status will be updated from Pending to Active. If they don’t receive the invite, you can resend the invitation or send a password reset email.
Removing Team Members
To remove a team member:
- From the Users/Roles section, locate the user you want to remove.
- Click the gear icon next to their name.
- Select Delete User from the dropdown menu.
Deleted users will no longer have access to the account. However, any notes or activity associated with that user will remain visible for record-keeping purposes. If the user was assigned as a team resource, they will also be removed from those assignments.