Add New Members

Adding New Members

• To add a new member in the team, click the ‘Add New Member’ button in the top right corner.

Follow the steps in the ‘Invite Member’ screen:

1. Choose Admin: Select the administrator overseeing the new member’s addition.
2. Details: Enter the new member’s email address.
3. Roles: Assign a role (Administrator, Project Manager, Project Staff, Billing Manager).
4. Privileges: Set specific module privileges (Cases, Billing, Messages, Reports).
5. Invite: Click ‘Invite’ to send an invitation to the new member.

Confirmation

A confirmation dialog will appear; click ‘Confirm’ to finalize the invitation.

How will your team member SignUp?  Click here to know!

Onboarding Status of New Member

• A notification saying “New member has been added successfully” will appear on the screen.
• The new member will appear in the ‘Teams’ list with an onboarding status of “Pending” until they accept the invitation.