How do I add an email to invite existing associate to my team or organization?

Send invitation to team member via email | Add existing user to team

Written by Ethan

Updated over 3 weeks ago

All invitations are now sent directly from the Organization Dashboard.

Quick Steps:

Go to the Dashboard: Open your organization dashboard from My Calendar or the top navigation bar.
Open Associates: Click on the Associates tab.

3. Send Invite: Find the associate, click the three dots next to their name, and select "Send Invite".

4. Enter Email: Type the associate's email in the pop-up to complete the invite.