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Adding Members

How to add members in QuotaPath

Updated over 5 months ago

To add members of your organization to your QuotaPath Workspace, select 'Settings' on the left hand navigation menu. Next, select 'Members.' Then, click the 'Add members' button located on the top right corner.

From there, you'll have two ways to enter in email addresses. First, you can enter email addresses individually into the fields. By default, you'll see 4 fields, but you can add more by selecting the "+Add another" button. Second, you can select "Add many at once" and paste a list of email addresses. The email addresses will need to either be separated by a comma, or by lines.

Once you've added the email addresses, you can select to have an invite immediately sent to the new member(s) by toggling on “New workspace member email notification”. This will be turned off by default. You can trigger the email invites at a later time by navigating back to 'Settings' then 'Members' and clicking 'Invite X Pending', see this article. Last, click the "Add members" button, and you're all set!

If you also need to assign the new member a plan, check out this article.

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