How do I add a team member?

Account owners can add Team Members to their syndicate and customize team member permissions from the Account Settings.

To grant additional users access to their portal, the account owner can follow the instructions below or watch this demo:

1. While logged in, click here to navigate to the "Team Members" page.
2. Click the “Invite” button in the top-right corner of the page.
3. Add the name, email, and appropriate permissions for the recipient.
4. Click "Invite team member."

The invite recipient will receive an email notification prompting them to accept the invite. Once clicked, they will be prompted to configure their own login credentials. Once logged in, they will have access to the account.