The Team Settings tab on the left hand side of the screen contains the following for each team in an organization:
- General Settings
- Users (add or edit)
- Custom declined reasons
- Terms/Agreements
- Custom reject document reasons
- WebHooks
Click on the Users tab to add a new user
When you add a new user, enter their name and email and choose the roles/permissions they should have.
Tick all boxes except AccountAdminViewer and ProfileRequestViewerRestricted for a new user.
The new user will receive an email asking them to set a password to join the dashboard.
New users can go the their own settings area on the dashboard once they log in and set 2 factor authentication, edit name or change password.
