Inviting a Team Member

This guide will walk you through the process of inviting a new team member to your account, either by email, or through adding them directly to your team.

Select Account and Organisation Settings by clicking the cog wheel, located next to your name at the bottom of the navigation bar.

This will bring you to the Settings area of the OneClickComply platform. Next, select the Team tab.

Then select the Invite member button

When inviting a new team member by email, enter the Email address.

Next, assign a role to the new team member by selecting the Role dropdown.

Finally, select the Send Invitation button to send a notification email to the team member, inviting them to access the OneClickComply platform.

Alternatively, if you wish to invite an existing platform user to your team, select the Existing platform User tab.

When inviting an existing user, rather than specifying an email address, you can simply select their name from the User drop down.

Note: If all user accounts within your organisation have already been invited to your team, you will see the following notification: "All known users are already members."