What's in this Article
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.
If needed, check the Include a Welcome Message box and type a message in the space provided.
4. Click Next Step.
5. Click each license you wish to assign to your new team member.
6. Click Next step.
7. Select a Role to assign to your new team member.
8. 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 in their email inbox.