How To Add/Remove Someone From A Team
Once you buy the team seats, the next step will be to add someone to the team.
- Go to your Team Settings (Click here if you aren't sure how to access your team settings)
- On the righthand side, click "Add Member" if you are not already on that tab.
You will be taken to a page where you will be told how many seats you have left and will also be given the option to add yourself as a member to the team.
There are two ways you can add someone to your team: via email or via registration link.
- click "Regenerate Link" to get a new link. Once its generated, copy and paste the link and send it to the person you want to add to the team. From there they will click the link and register themselves to the team
- At the bottom of the webpage you can enter the email of the person you want to add, then choose the role you want them to have. Once done, click add member and an email will be sent to the person. They will need to go to the email and follow the instructions to then be added to the team. Have them check their spam/junk email as well as the team member email could end up there.
Once the person has signed up, they will have a place on your team. To make sure they're on the team click the "Members" tab on the righthand side of the screen. You will be taken to a webpage with a list of all current team members.
This webpage is also where you can remove someone from the team by clicking "Remove" next to the name of the person you want to remove.
Additionally, you can check who has not accepted your email invitiation by clicking "Pending Invitations". On the pending invitiations webpage, you will be given the option to cancel an invitation if you want to try resending the team invite email again.
If you have any questions, please reach out to email@example.com.