Administrators can invite anyone in the organisation to join a team. 

People related to your organisation (for example Representatives) are reviewed in compliance audits but cannot access your data unless invited and added into a team.

To Add a User to 'A Team':

Step 1:

  • Select Invite a User > Enter First Name and Email > Press Send

Once they have their invite they will only be able to upload or view documents in the 'A Team' folder.

Team Folders

A Team could be their business, State, or the area of business they are assigned to.

  • Add a Team > Invite a User (as per instructions above)

This user will only be able to upload into the folder they have been invited into and won't be able to view any documents outside of this folder.

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