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How to add team members

  1. 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.
  2. Click the three dots by the team name in the left of the header navigation.
  3. Click on “Manage Team”.

Sending invites manually:

  1. 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:

  1. In the “Team Members” table, click Import, then Choose File.
  2. Upload a CSV file containing column names: Email, First Name, and Last Name.
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