1. Adding users

Adding team members to your company account will allow everyone to:

  • have access to the most up-to-date company templates
  • exchange private chats in the discussion panel
  • easily share executed contracts for alerts on important deadlines

*Please note that only account administrators are able to add users to the organization. 

To do so, click on:

  • The grey wheel on the bottom left of your inbox
  • Invite users

You can also choose to go to your Company Settings:
Settings > Company Settings > Users > Add A User

 

Enter email address > Send Invitation

*if you’re entering multiple email addresses, separate them with a comma

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