Add Members to Your Organization
Propio lets you build your team by inviting accountants and staff directly into your organization. Each member is assigned a role — Owner, Admin, or Member — which determines what they can see and do within the platform.
Before You Start - Only the organization Owner or Admins can invite new members.
Steps
00:00: This article explains how to add members to your organization and assign their
00:04: permissions in Propio.
00:06: Click "View organization" to open your organization's user management dashboard.
00:11: Click "Invite Partner" to start the process of adding a new member to your
00:14: organization.
00:16: Enter the member's email address in the field provided to specify who you want to
00:20: invite.
00:22: Define the role
00:22: you want the new member to have.
00:25: Click "Send Invitation" to send an email invitation to join your organization with
00:29: the assigned permissions.
00:31: You have successfully invited a new member to your Propio organization and assigned
00:36: appropriate permissions. For more information, see related articles on managing team
00:40: roles.
- Click your Account Menu (your initials) in the top right corner
- Click View Organization or the gear icon to the right of your organization's name
- In the User Management screen, click Invite Partners
- Enter the email address in the pop-up
- Choose the role (Member or Manager), which will determine the set of permissions for the new member
- Click Send Invitation
The invited member will receive an email to join your organization. Once they accept, assign their role to configure their access level.
💡 Tip: Invite new team members before onboarding a new client — that way, you can assign the right people from day one without having to update permissions later.
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