A team member is someone within your company or organization who needs access to manage or work within your portal.
Who can do this: Portal Owner.
Add a team member
Go to Accounts & Settings in the sidebar.
Select the Team sub-tab.
Click Add Team Member in the upper-right corner.
Enter the required information:
First Name
Last Name
Email Address
Phone Number - if you do not have a valid phone number for a staff member, any 11-digit number can be used.
Click Save to create their account.
You can also review our walkthrough video for a step-by-step demonstration.
To learn how to add external users, see the article on adding partners to your portal.