Only a Team Owner or Administrator can invite a new user
Inviting a new user into the organisation involves sending an invitation, via SMS, to that user. As a Team Owner, you must select a team into which the user will be added. Administrators can add new users, but without selecting a team.
1) As a Team Owner
Navigate to the team into which you wish to invite the user.
Select “Add user to team” from the Team Menu
Click the button entitled “Invite them now”
2) As an administrator
Navigate to My Organisation, from the Left hand menu
Select “Invite User” from the context menu
Fill-in the dialogue box with the:
- First Name
- Last Name
- Phone Number
- Team Role (Team owner / staff)
Administrators will also be able to assign administrator access and to assign to a particular team.
Selecting the tick-box marked “Invite another after save” will bring-up the dialogue box again, to make it quicker to adding multiple users
Click Submit
An SMS will be sent to the number entered
That phone number can be changed according to “How to Change a User’s Phone number”
