Before you start
- The teammate email address
- The role you want to assign (default or custom - see Create a role)
Steps
1
Open Account -> Users
Navigate to the users page.
2
Click Invite user
Open the invite modal.
3
Enter the email and pick a role
Fill in the form.
4
Send the invite
Clapvo emails the user a link to accept.
5
Wait for acceptance
Once accepted, the user appears as a member of your organization.
Tips
- If an invite expires, click Resend invite from the user list.
- You can change a user role at any time after they join.