As a Team Manager, or a user with the "Manage list of users/roles" permission, perform the following steps to invite new team members. 

  • Click "Team" in the top blue menu bar
  • Click "Members" in the grey bar (default selected)
  • Click "Add Team Member"
  • Enter the team members first name, last name, and email address
  • Choose which permissions to grant the new team member
  • Click Save

Read Understanding Case and Team Level Permissions to learn more about the permissions options.

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