Inviting Team Members

Inviting team members to your projects works the same way as inviting clients. They will also receive an invitation to access your projects, and they must also create an account to get started. The key difference being they must be able to access all of your projects and all of the sections in the client portal.

Team members assume the role of Super Admin, so they will be able to perform any action inside of a project, similar to you, the project owner.

An invitation to the platform does not create a user account for your team member. They still need to accept the invitation from their email and then create an account in your client portal themselves. This means you will NOT have access to their login credentials.