Add a Team Member

  • Log in to as an organization admin.
  • In the upper right corner, click on your name to display a drop down list.
  • Click Organization>Team.
  • Select the green Team button.
  • In the upper right corner, click Add a Team Member above the search box.
  • Fill in member information.

Make user an organization admin (checkbox):

Admin: Under Organization view, admins have the ability to:

  • View Team and Add a Team Member
  • Edit Organization details

Non-Admin: Under Organization view, non-admins only see:

  • Sender Profiles
  • Onsite Contacts

  • Click Submit.

Related Resources: