How to add a new team member

In this article, we'll guide you through adding a team member.

Only team members with administrator access or the 'Manage team members and groups' permission can add someone to your team.

Step 1

Click your profile image and select 'Manage team'. If this option is not available, you do not have permission to manage the team.

Step 2

Select 'Team members'.

Step 3

Click 'Add team member'.

Step 4

Complete 'Team member info' and choose any 'Group membership'. In Advanced permissions mode, review the 'Permissions' guidance. Under 'Options', 'Send welcome email' is selected by default. Clear it if you do not want an email sent when the team member is added. If you are an administrator, you can also choose 'Make admin'. Product access is managed separately after the team member is added.

Step 5

Click 'Add team member'. Then use 'Manage team' > 'Product access' to choose which products they can open.