How do I invite and manage team members?

Team management inside of Onboard

After you have finished configuring your account and you are ready to invite your team members, click on your avatar image in the bottom left of any screen,  then click on Team Members

Once redirected to the Team Members screen you'll be able to easily "+ Add team member" or edit existing team members. 

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Adding a New Team Member:

Once on the Team Management page, to add a team member: 

  • Click the blue "+ Add team member" button
  • A popup will appear where you can enter your team members information.

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  • Once added, your team member will receive an email invite and instructions on how to access Onboard. 

Editing an existing Team Member:

Editing a team member is just as easy. Start off by going back to Team Members, from your avatar image.

Next, just click the three dots next to the user that you would like to edit and select "Edit team member".

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