How to add a user to a team

Only Team Owners and Administrators can add users to a team

There are two ways to add a user to a team:

Add an existing user to a team (Team Owners + Administrators):

  1. As a Team Owner, navigate to the Team View and select “Add User to Team” from the context menu.
  2. Navigate to the Team View and select “Add User to Team” from the context menu. This will bring up the Invite User dialogue.
  3. Enter the name of the user you wish to add to this team. You can enter their first or last name and the system will provide you with a list.
  4. Select the user you want to invite and hit return.
  5. Select which role you wish them to adopt (Team Member or Team Owner).

Add a new user to a team (Administrators):

  1. Navigate to the My Organisation page Members tab and click on “Invite a new user” via the context menu.
  2. Enter the new user’s details to invite them to Careful.
  3. Include their team if you wish to allocate them a team.

Translate »