How to Invite Teammates
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.
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