Add a team member to the organization

To add a member to the organization team, do the following:

  1. Open the organization card and click the team avatars button. The Organization team window opens with a list of current team members.

    org team window v3

  2. Click Add Team Member. The Organization team form opens.

    org team form v3

  3. Click the Team member field and a drop-down list of available employees will display.

  4. Select the appropriate employee.

  5. Click the Role field and a drop-down list of available roles will display.

  6. Select the appropriate role.

  7. Click Save and the new member will be added to the Organization team window and to the team avatars section on the organization card.

    org team window new member v3
    org team added org card