Invite Your Members
After successfully creating an organization, the first step you wanted to perform is to invite all your team in eProcessify.
eProcessify is the tool which helps your team to collaborate efficiently on task. After successful signup, the first step you need to perform is to invite all your team into eProcessify. It is designed for owners & partners to set up large teams on the platforms very easily, saving a lot of time. You can easily view the members added and pending invitations.
1. In order to invite team members, click on the ORGANIZATION NAME on the top right corner of the Dashboard.
2. Navigate to the Members tab on the organization page.
3. Enter the email ID of the team members whom you want to add on the platform.
4. Select the member type of the member as Manager, Member, Guest, and Press the Invite button.
Only the owner and manager can add team members, and guests.
5. Your team member will receive the invitation to join eProcessify on his/her email ID. The team member will simply need to click the link in the email and follow the signup process.
Last modified 2yr ago