How to add users to your Organization
This works for both ClientNotes and Suggest
Marcus Rosario
Last Update há um mês
- Navigate to your ClientNotes Profile or Suggest Profile
- Select the organization you want to add users to.
3. Once you are moved to the organization page, navigate to the section Members, then click the button that says Add Member
4. Once you click Add Member, fill out the form.
Note that the user needs to have a Logick Account.
There are different Member Roles; read them carefully before you assign them.
5. Once you click this fill out the User Email section, click save.
Once you click save, the user will automatically be added to the organization.
