Invite Teammates Follow

How to Invite Teammates

• Invite from Dashboard
• Add User from Setup

Invite from Dashboard

You can Invite your Teammates from Dashboard, by clicking on the Invite Teammate option 

• Fill in the information - Last Name, First Name, and Email of the proposed user

• In case you have removed the widget, you can follow the below steps to Add User from Setup

To add a user from Setup:

• Navigate to the Profile icon on the top right corner 
• Click on the Setup 
• Head over to the Users & Security category 
• Click on the Users 

• + Add New Users

• Fill in the requisite details
• Associate it with the desired Profile & Role
• Save

You can also set an Email Signature, Restrict the user login to a specific IP / Network. Users can also be added via Invite User from the dashboard.