Send a Team Invitation
👥 Sending team invitations is a crucial step in building a collaborative environment for your agent or organization. Follow these simple steps to ensure that your team members are seamlessly added to your team.
Step 1: Open Account View
a) Click on your profile.
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Step 2: Navigate to Teams Settings
a) Click on "Teams".
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Step 3: Invite New Users
a) Once in "My Team" view, click on "Invitations".
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b) Enter email address of user you'd like to add to your team.
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c) Open the "User Role" drop-down menu.
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d) Select the desired User Role.
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e) Once email and role is set, click on "Invite" to send invite to user.
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Step 4: Accept Invitation
a) Your user can log in to their email account and access the email received, named "Team Invitation".
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b) If your user already has an account, they can click on "Accept Invitation".
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c) If your user does not have an account, they can click on "Create account" first. Create an Account Guide.
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c) When your user's account is created, they can go back to the email received and click on "Accept Invitation".
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Congratulations! You've successfully sent a Team invitation. With this task completed, your team will now grow and collaborate seamlessly, fostering an environment of unity and productivity ✔.
Updated about 3 hours ago