You can add team members to your team by either sending an invitation email or by allowing users to request to join the team by clicking on a Join button.


Topics Covered

  • Invite team members by email
  • Let users request to Join your team
  • Approve/Deny the request(s)



Invite Teammates

After creating a team you can invite team members.  From the team dashboard click on edit from the team list.


STEP 1 - Click on Member Management in the navigation tab.



Step 2a (option 1) - Create a unique invite URL to Invite new members




  • This invitation URL can be shared with any potential team member to join your team. It will prompt them to log-in or create an account (if they do not have one) and add them to your team.
  • The invitation URL can be revoked. Once revoked, the URL cannot be used. You can create another invite if needed, each link is unique. 
  • Once your team is complete, revoke any active URL to avoid "new" unexpected members.


Step 2b (option 2) - Send email invitations to Invite new members


  • Send email invitations with a link to any potential team member to join your team. It will prompt them to log-in or create an account (if they do not have one) and add them to your team. 


Let users request to join your team

Step 3 - Set "Join option" to Public (anyone can join)



Approve Requests for users to join your team!

Step 4 - Scroll down and "Approve" or "Deny" the request to join.





Conclusion

As you can see there is more than one way to add members to your team.  Only invite members that you want to be part of your team.