How do team members create an account using an invitation link?

Once you have invited team members to create an account, they will be able to accept your invitation and securely set up their login access using the link sent to their email.

To set up their account, they’ll need to do the following:

  1. Go to the email (check junk and spam folders in case it has landed there) and select Set up now.
  2. They’ll be asked to create a Password and confirm under Password confirmation. Passwords must have at least 7 characters, contain 1 or more numbers, and contain 1 or more letters.
  3. Once they click Sign up, they’ll be able to access whichever sections are accessible to the user permission level they have been given. 

NOTE: Only team members with a high permission level can add, edit, or delete team members from your account.

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