Add Collaborators

Organization users can add Collaborators to their account either during the onboarding process (as described in the Organization Onboarding article) or directly from their dashboard.

To add a collaborator, the user logs into their account and select the Collaborators link, as shown below:

This will take the user to the Collaborators page. Here, they can view any existing collaborators that have already been added, as well as the primary organization user. Collaborators have the same permissions and access levels as the primary user.

From this page, the user must enter a first name, last name, and email address and select Add collaborator to add a collaborator. Entering a phone number is optional. Once added, the collaborator will receive the same welcome email that was originally sent to the primary organization user.

Both the primary organization user and collaborators can remove other collaborators by selecting the bin icon shown above.

Note: The primary organization user cannot be removed from the account.