Inviting Your Team
Invite your team to join your Source account for seamless collaboration. You can set up each member's permissions to control their access to different features. Once invited, they can log in, set up their profiles, and customize their settings.
How to Invite Team Members
To invite team members to your account, follow these steps:
Access Your Account
Click on your account icon located in the lower-left corner of the screen. This will open a dropdown menu with various options.
Navigate to Organization Settings
In the dropdown menu, select Organization Settings. This will take you to the organization management section of your account.
Open the Team Members Section
In the Organization Settings menu, select the Team Members tab. This section displays a list of current team members and their details, including name, email address, account permissions, and status.
Invite New Team Members
To add a new team member, click on the + Invite team members button located at the top-right corner of the Team Members section.
A form will appear where you can enter the email addresses of the individuals you wish to invite. Assign appropriate permissions and roles as needed.
Finalize the Invitation
After entering the details, click the "Send Invitation" button. The invited team members will receive an email with instructions to join your organization.
Manage Team Members
Once team members accept the invitation, they will appear in the Team Members list with their respective roles and permissions. You can manage their settings, including updating roles and permissions, from this interface.
Ensure that you provide the correct email addresses and assign appropriate permissions to maintain the security and integrity of your organization's data.