Inviting Team Members

How to invite team members in oneclicktable

Written by OneClickTable

01 May 2024

To invite team members to join your team on our website, please follow these step-by-step instructions:

Step 1: Go to Dashboard

Log in to your account and navigate to the dashboard.

Step 2: Click "Invite Team"

Once you are on the dashboard, locate the "Invite Team" option in the left side menu bar. Click on this option to proceed.

Step 3: Click "Create"

On the invite team page, you will see a button on title bar at the top right corner. Click on the "+ Create" button in this section to create a new team member invitation

Step 4: Provide Team Member Information

In the team create page, fill in the required information for the team member invitation:

• First Name : Enter the first name of the team member you wish to invite.
• Last Name : Enter the last name of the team member.
• Email : Provide the email address of the team member. This will be used for the invitation.
• Password : Set a password for the team member's account. This password will be used when they log in for the first time.

Step 5: Optional Check "Do You Send Mail in Teamber Mail?"

If you want to send the invitation email to the team member using our system's email service, check the "Do You Send Mail in Teamber Mail?" option. This will trigger an email notification containing the invitation details to be sent to the team member's provided email address.

Step 6: Click "Create"

After entering the required information and selecting the desired options, click the "Create" button to create the team member invitation. This will generate an invitation and send it to the team member's email address.

Congratulations! You have successfully invited a team member to join your team on our website. The team member will receive an email with the invitation details and instructions on how to proceed.

If you encounter any issues or require further assistance during the team member invitation process, please don't hesitate to reach out to our support team. We are here to help you effectively manage your team and collaboration on our platform.