Members

When an Account Admin invites a user to join the account, and the user accepts the invitation, then the user becomes a member on the account.

On-boarding members

Admins (Account Admin and Team Admin) can invite members to join them on TeamsID.

1. Account Admin can invite members to by sending them an invitation.

1. On the left pane at the bottom, click on ‘Add Member’
2. Enter email address of the member to be invited
3. Select teams
4. If you would like this member to be an Account Admin, then select the admin icon along the email address
5. If you would like this member to be an Team Admin, then select the admin icon along the team selected

2. Similarly, a Team Admin can invite members to the team directly by sending them an invitation.

1. To the right of the Team name, you can click on the ‘Team Settings’ gear.
2. At the bottom, enter email address of the member to be invited
3. If you would like this member to be an Team Admin, then select the admin icon alongside the email
4. Hit 'Invite'. This would make this user a member of this team only. Once user is on board, other teams can be assigned by Account Admin or Team Admin.

When you invite a user to become a member of your account, there are three possibilities:

• If the user does not have a TeamsID account, then they can click on the invitation link, create an account and join you on the TeamsID account
• If the user already has a TeamsID account and is not part of any other account, they would click on the invitation link, login and join the Organization to become a member.
• If the user already has a TeamsID account and is part of another Organization, they must first leave their original account, then click on the invitation link, login and join your account to become a member.

Once the member signs in, the member would see the records and teams they have access to.