Title: Guide to Inviting a New Member to the Team Dashboard
1. Accessing Settings:
Navigate to the Settings panel by clicking on the Gear COG icon, located on the bottom left-hand side of the screen.
2. Managing the Team:
In the Settings menu, select the “Manage Team” option to proceed with team management tasks.
3. Inviting a New Member:
Choose the “Invite a Member” function to begin the process of adding a new team member.
4. Entering Member Details:
Email Address: Input the email address of the person you are inviting.
Create Password: Set up a password for the new account (or instruct the invitee to create their own password if the system is set up this way).
Personal Information: Fill out the name of the new member.
5. Assigning Role:
Select the appropriate role for the new member from the available options. Ensure the role aligns with their responsibilities and access requirements.
6. Sending the Invitation:
Finalize the process by clicking on “Send Invite.” This action will dispatch an invitation email to the new member.
7. Confirmation of Invitation:
The invited member will receive an email notification, inviting them to join the dashboard with the provided details.