Invite New Team Members

Getting your team set up is easier than you think! Here's everything you need to know about inviting colleagues to join your AI worker platform.

Last updated 14 days ago

Invite Your Colleagues

You can add team members using two convenient methods. Choose the option that best fits your workflow.

Option 1: Invite through Settings

  1. Click your profile icon at the bottom-left of the screen and select Settings.

  1. Navigate to the Team tab.

  2. Locate the Invite to the team section.

  1. Type the email addresses of those you are inviting and hit Enter on your keyboard.

  2. Click Invite to complete the process.

Option 2: Enlist Olivia’s Help

If you prefer to have our team handle the setup, you can delegate this task.

  1. Contact Olivia, your dedicated platform guide, via email or live chat.

  2. Provide the email addresses and roles of the team members you want to add.

  3. Olivia will configure the accounts and send invitations on your behalf.

What Happens Next?

Once you've sent invitations:

  • Your team members will receive an email with setup instructions

  • They'll create their own login credentials

  • You can start collaborating right away!

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