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Applicable Roles/Permissions/Licenses

Roles: Admin
Permissions: Team Members
Licenses: Any

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.

3. In the left column, click Team Members & Teams.

4. Click Invite Team Member in the top right corner of the Team Member screen.

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.

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

8. Click Next step.

9. Select a Role to assign to your new team member.

For more information about user permissions, refer to the Manage Roles and Permissions‍ article.

10. Click Send invitation.

A notification will pop up letting you know the team member has been invited.
Your new team member will see an invitation to Canopy in their email inbox.

Invite Team Members From the Client Record

You can invite a new team member from a specific client record by clicking on a Contact in the Contact list.

1. Click on the Manage Team Members icon in the top right corner of the Client Record.

2. Click the blue Create a New Team Member link in the Manage team members window.

3. Enter the team member’s email address.