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Adding Members

How to add members in QuotaPath

Updated over 2 months ago

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

From there, you'll have two ways to enter email addresses. First, you can enter email addresses individually into the fields. You'll see four fields by default, but you can add more by clicking "Add another." Second, you can select "Add many at once" and paste a list of email addresses. The email addresses will need to be separated either by a comma or by line breaks.

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 'Members' and clicking 'Invite X Pending'; see this article. Last, click the "Add members" button, and you're all set!

Check out this article if you need to assign a new member to a plan.

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