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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.