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Add Members to Your Organization

Invite new users and complete their registration process.

Add Members to Your Organization

Learn how to add additional members to your organization in Propio by sending invitations.

 

Steps

1. Introduction

You will learn the steps to invite new users and complete their registration process.

2. Access Organization View

Click the View organization option to open your organization's dashboard where you can manage members and settings.

3. Select User Management

Click "Select a user" to choose the user management section for inviting new members to your organization.

4. Open Invite Partners

Click Invite Partners to start the process of adding new members by sending them invitations.

5. Enter Email Address

Enter the email address of the person you want to invite to your organization.

6. Confirm Invitation Email

Click the option indicating that an invitation email will be sent to the entered address to confirm the invitation process.

7. Send Invitation

Click Send Invitation to dispatch the invitation email to the specified user.

Summary

You have successfully added new members to your organization by sending invitations and completing their registration. Next, you can manage member roles or explore additional organization settings to optimize collaboration.