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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.


3. In the left column, click Team Organization.


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


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.


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


8. Click Next step.


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.


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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