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USERS AND ACCOUNTS

Inviting new team members

Team Today is designed to be effortless when inviting new team members.

Add team members from Team Settings or Team View

How it works

Team admins can add team members to their own team whilst company admins can add team members to any team.

Once a user is added they are sent an email invite. Users must follow the link in the invite to register otherwise they will be unable to log in.

Adding team members from the team view

  1. Go to "Team View"
  2. Company admins or Team admins can add new team members by tapping the “Add new team member” button.
  3. Tapping this launches a window where users can enter a first name, second name and email address of the person they plan to invite.
  4. If using Office 365 or Google logins it's important that the email address matches exactly the address used with the Microsoft or Google account.
  5. Once added, users receive confirmation of the invite as well and an indication of how many more invites are available (company admins can upgrade their account at any time by visiting billing and plan within settings).
  6. Tap "Done" or "Add another" to invite more users

Adding team members from settings

  1. Go to Settings > Manage teams
  2. Choose a team you wish to add a user to and tap "Edit and Manage"
  3. Scroll to the bottom and tap "Add user"
  4. Tapping this launches a window where users can enter a first name, second name and email address of the person they plan to invite.
  5. If using Office 365 or Google logins it's important that the email address matches exactly the address used with the Microsoft or Google account.
  6. Once added, users receive confirmation of the invite as well and an indication of how many more invites are available (company admins can upgrade their account at any time by visiting billing and plan within settings).
  7. Tap "Done" or "Add another" to invite more users

Receiving an invite

When added to Team Today users receive an email invite. They must follow the invite button to continue the registration with Team Today.

They'll be asked their preferred method to login, for calendar sync to work users must select either Google or Microsoft to link their work calendar.

Robin Gibson
Co-Founder and Director of Design