How to Add Company Team Users?

Users of the system can add team members to join the company account. Those invited users will have access to the Quotable after activation and depending on the role provided to them.

1. Go to Menu.

2. Click on Team.

3. Click on Users.

4. the Click “Invite” cta button to add more users to the account.

5. The system will display the Invitation form.

6. Fill out the form.

7. Click on the “Invite” button.

8. The system sends an invitation email to the invited team user.

9. The team user must activate the account by clicking on the link sent to his email. 

10. After activation, the system activates the account.

11. Team users can now login to the system.