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Invite Team Members to Canopy
Updated over a week ago

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Invite Team Members From the Settings Page

1. Click on your profile picture/initials 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 tab.

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5. Enter the team member’s email address.

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

6. Click Next Step.

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7. Select each license you'd like to assign to your new team member.

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8. Click Next step.

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

For more information about user access and permissions, refer to the Assign Access and Permissions‍ article.

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10. Click Send invitation.

  • A notification pops up letting you know the team member has been invited.

  • The invited team member will see an invitation to Canopy in their email inbox.

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