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🎯 How to Invite a New Team Member

To add a new team member and grant access to your organization, follow these steps:

1️⃣ Navigate to the Team Management Page

✅ Click on Settings from the sidebar menu.

✅ Select the ‘Team’ tab at the top of the page.

2️⃣ Enter the email address of the user you want to invite

3️⃣ Assign a Role

Click the dropdown menu next to the email field and select one of the following:

📌 Member – Standard access to collaborate on projects.

📌 Admin – Full control over the organization, including managing members and configurations.

4️⃣ Click on the ‘Send Invites’ button.

A confirmation message will appear: ✅ “Invitation email sent to users successfully.”

Once an invitation has been sent to the user, they will appear in the ‘Team Members’ section.

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🎯 Managing Team Members

📌 Viewing Team Members: Under Team Members, you can see:

✅ User Name & Email

✅ Account Status (Active or Not Active)

✅ Assigned Role (Member or Admin)

✅ Actions (Edit, Disable, or Nudge)

📌 Editing a team member

✅**** Click ‘Edit’ next to the user’s name.

✅ Make changes to the user details.

✅ Click ‘Save Setting’ to update the use details.

📌 Disabling or Removing a User

✅ Click ‘Disable’ to revoke a team member’s access temporarily.

📌 Resending an Invitation

If a user has not accepted their invitation, they will show as ‘Not Active’ You can:

✅ Click ‘Nudge’ to send a reminder email.

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