Overview

This article will show you how to invite Staff Members to CP Connect, as well as add their basic information. 

Important Note

• Additional users may be added (beyond the base users) at any time at an additional per user fee cost.

Instructions 

1. Navigate to the Management tab
   
2. Select Members
   
   
3. Click Invite Staff Member
   
   
4. Add the staff member's information
   
   
   • First Name: Add the first name
   • Last Name: Add the last name
   • Email Address: Add the email address
   • Select Team: Add the team
   • Set a phone number: Allows you to add a phone number
   • Set a job title: Allows you to add a job title
5. Select Send Invite
   
   
   • Note: If all user accounts paid for are already in-use, upon trying to invite a new user, a prompt will explain that adding a new user will increase the price and display pricing information. An admin must click continue to agree to the price increase and continue with adding the new user.