Hey there,
Welcome to our quick guide on inviting new members to your team in Simply-B2B. Let's walk through this simple process together, step by step, like embarking on an exciting journey to expand your team! π
1οΈβ£ Starting Point: Team Management Page πΊοΈ
- If you have a single team, click on the 'Team' button to begin your adventure.
- For those with multiple teams, navigate to the little cogwheel, and then select 'View team members'. This is your gateway to team expansion!
If you have more than one, click on the little cogwheel and then View team members here:
2οΈβ£ The Magic Button: 'Invite Team Member' β¨
- On the Team management page, look for the 'Invite team member' button. Click it, and watch as the invitation window magically appears!
3οΈβ£ Role Selection: Crafting Your Team π§
- In this new window, choose the role and seats the new member will occupy. It's like assigning a new role in a play, ensuring every actor fits their part perfectly!
6οΈβ£ Final Step: Send the Invitation π
- After setting up all the permissions, hit 'Invite Member'. The invite will zoom off to their inbox. Once they accept, they'll be all set to log in and join the team.
Inviting new team members should be as easy and clear as this guide. Here's to building a strong, capable team that takes your Simply-B2B experience to new heights!
βοΈ Happy Team Building and Enjoy Your Simply-B2B Adventure! βοΈ
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