How to Add Members to Your Team

In this tutorial, we will guide you through the process of adding members to your team. Follow these simple steps to get started:

Step 1: Access Team Settings

• Navigate to the team dashboard.
• Click on the profile icon located at the top right of the navigation bar.
• Select Settings from the dropdown menu.

Step 2: Navigate to the Members Tab

• On the settings screen, click on the Members tab.

Step 3: Add a New Member

• If you are the team owner or an admin, you will see an option to Add Member.
• Click on Add Member.
• Enter the email address of the user you want to add.
• Select the role for the new member:
  • Admin: Full privileges except adding more teams.
  • Contributor: Limited access; cannot add teams, members, access billing, contacts, or modify team preferences.
  • Viewer: Can view resources but cannot modify them.
• For this tutorial, let's add them as a Contributor.
• Click on Send Invite.

Step 4: Manage Invitations

• In the Members tab, view all sent invitations, including email addresses and roles.
• You can revoke an invitation before it is accepted.

Step 5: User Accepts the Invitation

• The invited user will receive an invitation email.
• They should click on Accept Invitation in the email.
• If they are an existing SendX user, the invitation is automatically accepted, and they can log in to join the team.
• If they are new to SendX, they will be prompted to sign up. Once signed up, they will be added as a team member.

That's it, folks! Thank you for watching.