The guide below will provide a step-by-step guide to adding new members and member permissions.

Add a New Team Member

  1. Navigate to Work Space (
  2. Under team, please click on Add User+

3. Provide the email of your team member and the permissions.

4. The platform will programmatically send out an email to provide them with login instructions.

Member Permissions

Permission of each member can be adjusted at any time.  To view the available permissions click on the 3 dots next to Add team +

Click on View Permission, the permission modal will provide a breakdown.