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ManualHow-to guidesSetting upOrganizers

Invite a member to the team

If a colleague is to look after all offers of your organisation, invite them to the team. Members see and edit all offers of the organisation, including future ones.

Prerequisites

  • You are a member of the organizer profile.

Steps

  1. In the sidebar, select Master data.
  2. Switch to the tab Team.
  3. Select Invite member.
  4. Under Email address, enter the address, e.g. name@example.org.
  5. Select Send invitation.

The tab Team, next to it the side panel Invite member.

Result

The person is in the team with the status Invited until they accept the invitation. The link is valid for as many days as the side panel stated under What the person gets.

If it does not work

ProblemRemedy
Send invitation is disabled, and below the field it says “{email} is not an email address.”Correct the address under Email address.
Send invitation is disabled, and below the field it says “{name} is already a member of this team.”The person is already a member and sees all offers of the organisation. An invitation is not needed.

See also