To invite or add a Team Member, please follow the below steps.
3. Click + New, to invite or create a new Team Member.
4. Enter Name, Email, Access level of Team Member.
5. Click Invite.
Once you click Invite, an Invitation Email will be sent to the newly created Team Member. Unless the Team Member accepts the invitation the Status will be shown as “Pending” and he will not be able to access your Firm’s Dashboard.
Learn more about Team Collaboration
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