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Invite New Team Members to Canopy
Updated over 4 months ago

Invite Team Members From the Settings Page

1. Click on your profile on the global navigation bar.

2. Choose Settings on the pop-out menu.

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3. In the left column, click Team Organization.

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4. Click Invite new user in the top right corner of the Users screen.

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5. Enter the team member’s email address.

If needed, check the Include a Welcome Message box and type a message in the space provided.

6. Click Next Step.

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7. Click each license you want to assign to your new team member.

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8. Click Next step.

9. Select a Permission Set to assign to your new team member.

For more information about permissions, refer to the Assign Access & Permission Sets‍ article.

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10. Select Send invitation.

  • A notification pops up showing that the team member has been invited.

  • Your new team member will see an invitation to Canopy in their email inbox.

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