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Module 10Lesson 3 of 44 min read

Team Management

Review any team-access controls available for your organization.

Adding Team Members

If team invitations are enabled, assign only the access each staff member needs and verify the recipient before sending an invitation.

How to Invite

1

Go to Team Settings

Navigate to Settings → Team in your dashboard.

2

Click Invite Member

Enter their email address and select their role.

3

They Accept the Invitation

They'll receive an email with instructions to join your organization.

Managing Members

Review the current team list and available role controls regularly. Use your organization's official audit records when a complete change history is required.

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