{"id":225,"date":"2019-02-25T02:43:05","date_gmt":"2019-02-25T02:43:05","guid":{"rendered":"http:\/\/54.206.82.149\/?post_type=ht_kb&p=225"},"modified":"2019-12-19T02:56:21","modified_gmt":"2019-12-19T02:56:21","slug":"user-account-management","status":"publish","type":"ht_kb","link":"https:\/\/knowledge-base.up-family.com.au\/?ht_kb=user-account-management","title":{"rendered":"How to invite Team Members to Your Subscription"},"content":{"rendered":"\n

Add new users and team members to your company, and assign roles to team members. Accept new invites and delete invites if they are not necessary.<\/span><\/p>\n\n\n\n

Send an invite to a new team member<\/h2>\n\n\n\n
  1. Visit the website: <\/span>https:\/\/up-family.com.au\/<\/span><\/a><\/li>
  2. Click on the <\/span>Login<\/b> button on the top right corner.<\/span><\/li>
  3. Login using your details. 
    \"\"<\/figure><\/span><\/li>
  4. Once logged in, click on <\/span>Members<\/b> button present on the left side panel.<\/span><\/li>
  5. From the drop-down menu, <\/span>Select a company <\/b>where you want to add a <\/span>Member.
    \"\"<\/figure><\/b><\/li>
  6. Once a company is selected, all the pending invitations can be seen in the left panel and all other accepted invitation on the right hand side.<\/span><\/li>
  7. To delete the pending invitations, click on <\/span>bin<\/b> icon next to the pending invitations.<\/span><\/li>
  8. Click on the <\/span>Invite<\/b> button to invite a member.<\/span><\/li>
  9. A pop-up box will appear where you can add a <\/span>Member\u2019s<\/b> email address and assign him a role (<\/span>Business and Administration<\/b>, <\/span>Field Worker<\/b> or <\/span>Team Member<\/b><\/a>).
    \"\"<\/figure><\/span><\/li>
  10. Click on green <\/span>Invite<\/b> button to send the final invitation.<\/span><\/li><\/ol>\n\n\n\n

    Accepting the invitation<\/b><\/h2>\n\n\n\n
    1. Check the email where the invitation was sent to.<\/span><\/li>
    2. Open the email and click on <\/span>Accept<\/b> link in the email.<\/span><\/li><\/ol>\n\n\n\n

      Alternately<\/b><\/p>\n\n\n\n

      1. Login to <\/span>https:\/\/up-family.com.au\/<\/span><\/a> using your email address where the invitation was sent to. <\/span>(only applicable if the email is already registered with Up-Family)<\/li>
      2. Click on Up-Family logo present on the top left hand corner (red dot on logo is for pending invitation). 
        \"\"<\/figure><\/span><\/li>
      3. Once the logo is clicked, the Invitations section will have all the pending invitations.<\/span><\/li>
      4. Click on Accept button to accept the invitation.<\/span><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

        Add new users and team members to your company, and assign roles to team members. Accept new invites and delete invites if they are not necessary. Send an invite to a new team member Visit the website: https:\/\/up-family.com.au\/ Click on the Login button on the top right corner. Login using…<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[29],"ht-kb-tag":[128,126,127,78],"class_list":["post-225","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-up-family-account","ht_kb_tag-account-management","ht_kb_tag-adding-users","ht_kb_tag-invite-new-members","ht_kb_tag-user-account"],"yoast_head":"\nHow to invite Team Members to Your Subscription - The Up-Family Knowledge Base<\/title>\n<meta name=\"description\" content=\"Add new users and team members to your company, and assign roles to team members. 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