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
- Navigate to the Management tab
- Select Members
- Click Invite Staff Member
- 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
- 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.
- 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.