Step 2: Inviting Team Members

Modified on Tue, 16 Jun 2020 at 11:53 AM

With Todo for Business, inviting team members is a smooth and quick process. Before proceeding with this step, make sure you have purchased licenses for your team members. Click here to review Step 1.  

  1. You can invite new team members by clicking on your name in the top left, then by clicking on Settings and selecting "Teaming":

  2. Click on "Teaming" button then select Team Members, you will be directed to the "Manage Your Team" page where you will have to click on the •••button to the far right, then click on "Invite New Member":

  3. Enter the email address of the team members that you want to invite/add to your team. You can invite multiple members at a time. Click on the "Invite Person" button at the lower right of the window when you're done:

  4. After sending the invite, the team members will receive an email notifying them of your invitation to join your team using a Todo for Business account. You will receive an email notification when a team member accepts your invitation.

On the Overview page, you can monitor the number of "Pending Invites" and the number of "Members" that have joined and confirmed their membership to your team. 

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