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Members Management

Inviting New Members

Once logged in and with the correct organization selected. Go to the Organization page then in the tab selector choose the members tabs.
To add a new member click the plus icon and the add contact modal should pop up. Fill the modal out with the required information and click submit.
Member invitation
Member invitation
Then the invitee recipient should then receive an email. Once the invitee has clicked on the accept invite button, they can login and accept the invitation, or if they are already logged in they will be redirected to the accept invitation page.
Invitation email
Invitation email
Once the invitee clicks the Accept Invitation button they will be redirected to the home page of that organization.

Removing Members

Navigate to the organization members page. Click the three vertical dot menu on the right hand side. Click “Remove from Organization”.
Review the confirmation modal. Click “Remove Member”.
Remove member
Remove member