What's an organization without all of the people? In this guide, we'll cover how to invite other users to your organization. You'll need to be an "Admin" to invite new people to your organization.
Head to the "Members" area in the Admin area. In the right-hand size menu, click on your name and then select "Firm Settings."
2. Within "Firm Settings", click "Members" tab. On the Member page, select "Add Member". An empty member will appear in the data table below the "Add Member" button. Fill in the new user's email, name, and role. This will send the new user an invite email.
3. The new user that you invited will get an invitation email. They'll need to click "Accept Invitation" in that email.
4. Once they follow that link, they should fill in the details and click "Save & Get Started" to create their new account. After they've submitted their registration form, they'll be logged in!
Next, learn how to Add Your Organization Information