Articles on: Account

How to add new members to the workspace?



Step 1: Log in to your Calilio account using your credentials. Upon signing in, go to “Settings” > “Members.”



Step 2: Click the “Invite Members” button. A dialog box will appear. Enter the required details, like member name, email address, and roles, to invite them.



Step 3: After entering all the details, click the “Send Invite” button. Then, proceed with the payment procedure. An invitation link will be sent to a new member upon payment confirmation.



Step 4: Once the person accepts the invitation and signs up for a Calilio account using the link, you will have a new team member under “Members” with the designated role to their name.



🌟Note: You can also add members by simply clicking the plus “+” sign that appear on the left side of nav bar (as shown by arrow).


Updated on: 13/08/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!