How to Invite a Team Member to Simpu
Overview
To collaborate effectively on Simpu, you'll need to invite your team members. Follow these simple steps to add new members to your workspace.
Steps:
Access Your Profile:
- Locate your profile icon in the top right corner of your Simpu dashboard.
- Click on the profile icon to open a dropdown menu.
Open Settings:
- From the dropdown menu, select "Settings". This will take you to your account settings page.
- From the dropdown menu, select "Settings". This will take you to your account settings page.
Navigate to Members:
- On the left-hand side of the settings page, you'll find a sidebar menu.
- Click on the "Members" option to access the team member management section.
Invite New Members:
- Once you're on the Members page, look for the "Invite Member" button. Click on it to initiate the invitation process.
- Once you're on the Members page, look for the "Invite Member" button. Click on it to initiate the invitation process.
Enter Member Details:
- You'll be prompted to enter the email addresses of the team members you want to invite.
- For each member, select their appropriate role:
- Admin: Full access to manage the team and its settings.
- Member: Standard access to collaborate and use Simpu features.
- Guest: Limited access, typically for viewing or contributing specific information.
Send Invitations:
- After entering the email addresses and selecting roles, click the "Invite" button.
- Invitation emails will be sent to the specified email addresses.
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