To add team members to a team, head to the 'Teams' dashboard in QuotaPath. Only Admins are able to add members to an Official Team.

Click the three-dot menu on a team card and select 'Edit Team.' Here you can search members or find a member in the member list. Select the member and hit 'Save,'

If you click into a specific team, you will also see an 'Add members' icon. Here you can add Workspace members to your team. You have the option to add a note for your new member. Added members will automatically receive an email letting them know they’ve been assigned to this Team. To prevent this email from sending, simply uncheck this option in the modal.

There is also a member directory under 'Settings' 'Members.' If you need to add sales reps who are not part of your Workspace yet, here is where you can do so. If you're only adding a few members, you can add their email address into the individual fields. If you need to add many at once, you can easily copy and paste a list of email addresses – each email followed by a comma. Added members will automatically receive an email letting them know they've been invited to join your Workspace.

Once a member has been invited, you add that member to a team under the 'Teams' dashboard.