Add Members to Your Organization

You can add users to your organization to allow them access to your processes.

You can also control the permissions of each user, so they will only see and access what you want them to.

Users: In order to add other users to your organization, you must be an Administrator.

How to Invite new Members

To add new users to your organization, go to your home screen and click the “Invite Members” button on the left-hand side of your screen. You can also click on your organization name to be taken to the same place.

This will take you to the “Members and Guests” tab of your organization manager.

To invite a new Member, type their email address and their name in the field to the right and click “Invite”.

To invite a new Guest, make sure you check the box under the email field before hitting “Invite”.

Learn more about different types of users and user permissions.


 

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