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Adding a staff account

In this lesson

  • Invite a new team member
  • Know what details you need before you start
  • Understand what the new person receives

UA-02 · Module 2: Users, Permissions and Access · about 5 min

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Read along

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What this lesson walks through

  1. Settings, Users and permissions, Add staff
  2. Name and email, and sending the invite
  3. Pending vs active accounts
  4. What the invite email looks like on their end

Try it yourself

  • Open the Add staff screen
  • Walk through it without sending, or invite a real teammate
  • Confirm the invite shows as pending

Key takeaways

Added with the read-along.

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