1
Access members settings:
Log in to your PlutoLinks account and navigate to the settings tab. Within setting, locate and click on the “Members” option.
2
View current members:
On the Members page, you’ll see a list of current members within your organization along with their assigned roles. This provides an overview of who is already part of your team and their respective responsibilities.
3
Add member:
Look for the “Add Member” button Members page and click on it.
4
Enter member details:
A form will appear where you can enter the email address of the teammate you wish to add and assign them a role within the organization. Roles include owner and member.
5
Send invitation:
After entering the email address and selecting the appropriate role for the new member, click on the “Invite” button to send them an invitation to join your organization.
6
Confirmation:
The invited teammate will receive an email with a link to accept the invitation and join your organization. Once they accept the invitation, they will be added to your organization as a member with the assigned role.