- Make sure you are in your “Manager Portal” by switching the toggle in your account settings.
- Click your profile in the top right. Navigate to “Profile Settings”, then “Account”. Then click the “Manager Portal” toggle.
- Click the three dots by the team name in the left of the header navigation.
- Click on “Manage Team”.
Sending invites manually:
- In the “Team Members” table, click Invite and enter in as many email addresses as you’d like.
- Press space or enter after each email before clicking invite.
- The user will receive an invite email prompting them to join the team.
Send invites with a CSV import:
- In the “Team Members” table, click Import, then Choose File.
- Upload a CSV file containing column names: Email, First Name, and Last Name.