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How to invite a team member and assign a role

How to invite and admin user

  1. Go to Settings and select Team members

  2. Click Invite team member

  3. Enter the team member’s email address

  4. Select their role — Account Owner, Super Admin, or Admin. You can also create a custom role.

  5. Click Send invitation

  6. The team member will receive an email invitation with a link to set up their password

  7. Their status will show as Invited until they accept and log in for the first time

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