How to invite a new user

Only a Team Owner or Administrator can invite a new user

As a Team Owner

As a Team Owner, you must select a team to which the user will be added. Administrators can add new users, but without selecting a team.

  • 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.”

As an administrator

As an administrator, you can add a new user to the organisation.

  • Navigate to My Organisation from the left-hand menu.
  • Select “Invite User” from the context menu.
  • 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”
  • The invitation can be resent or cancelled.