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Members

Adding New Members​

  1. Click "Invite Member"

    Select the Invite Member button in the top right corner.

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  2. Enter Member Details

    In the pop-up window, provide the following information:

    • First Name
    • Last Name
    • Email
    • Role - choose from:
      • Owner
      • Admin
      • Member
      • Knowledge
      • Customer support
      • Product evaluation
    • Product - select one or more existing products from the dropdown list.

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  3. Send the Invitation

    Click Send Invite. The invited member will appear at the top of the Organization list as "(Pending)" until they accept the invitation.

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  4. Manage Invitations

    To delete or resend an invite, use the dustbin icon or click Resend invite under the "Actions" column.

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