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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
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  2. Click Invite team member
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  3. Enter the team member’s email address
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  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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