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How do I add teammates to my account?

If this is your first time adding users to your account, you’ll need to create a team first.

  1. When you’re logged in, click on the arrow next to your profile picture on the top right corner of your screen.

    To access your account settings, click on the arrow next to your profile picture on the top right corner of the screen.

  2. Head over to Account Settings > Teams.
  3. Click Add new team to create a new one.

    Click Add new team to create a new one. 

  4. Enter the team’s name and designate a functional area (HR, Finance, etc.),.

    Add a team name and designate the functional area

  5. Click + Add user then head over to Invite user to invite your teammates. Enter their email, assign role permissions, then select Send invite.

    Click + Add user to invite your teammates by entering their email and assigning role permissions.
  6. To add users to additional teams, simply repeat these steps for each team.