How to add a team member

How to Add a Team Member

Adding team members to your workspace is simple and can be done in two ways: inviting a member or adding a member directly.

Step 1: Go to Members & Invites

• Navigate to Settings → Members & Invites in your workspace.

• On this page, you’ll see two buttons:

  1. Invite Member

  2. Add Member

Step 2: Invite a Member

• Click Invite Member.

• Enter the email address of the person you want to invite.

• Choose their role: Member or Administrator.

• The invited person will receive an email with instructions to join your team and set up their account.

This method is perfect if the person doesn’t yet have a PresentDoc account or you want them to join independently.

Step 3: Add a Member Directly

• Click Add Member.

• Fill in all required fields (name, email, role, etc.).

• An account will be created immediately and associated with your team.

This method is ideal for quickly adding team members who need instant access, without waiting for an email invitation.