Invite a Teammate to An Organization

Invite a Teammate to An Organization image
Last updated: August 01, 2025

How to invite a Teammate an Organization?

  • Click on the dropdown on the top left side of the dashboard. 

  • Select Teammates in the dropdown box.

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  • Select Invite Teammate on the right side.
Note: Select Invited Teammates to re-send an invite.


  • Add teammates Email and Permission group and click Send an Invitation.

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  • The teammate will receive an email with an invitation link to join the organization.
     
  • The teammate must click the Accept invitation link on the email and follow the directions in the email to join the organization. 

  • After they have accepted the email invitation, that teammate will be under current teammates.

    email to accept invitation to organization