Add a member

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As an account manager you can add a member to an organization. This can be done from the Members panel.

Add member

By clicking on the button you will have access to the ”add new member”. The first step to add personal information via two options

Open

add member to corporate account

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Personal data

Search existing user	Portal new user

Search existing user	Portal new user
Open
In this option you can reuse the personal data of an existing user	In this option you’ll have to fill in all personal data

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Organization data

The required organizational data are corporate e-mail | phone (optional) | member roles | organization units.

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Define password

The final step is to define a user password where you can choose to notify the new user and also request to change his password at first login.

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