To add a new member to a company and a new user to the platform, find the company, and under members select "Add a Member".
Add a New Member/User
To add a new member, access the members tab under the company you want to add someone to.
- Select the “Add a Member” button.
- The following form will appear.
- Fill in the appropriate fields.
-
- Email. Fill in the email address of the person that you want to add as a member of this company and a user of the platform.
- Is Company Admin. Company admins have full access to every aspect of Connect, and they have access to all folders within a company. Applying a limiter or restriction will have no effect.
- Limit Access to this Folder. Prevent this user from having access to the folder selected in this field.
-
- Select “INVITE” to add this person to the company.