Add Team Members to Your Account | AccessibleDocs

Adding Team Members

You can invite and add team members to your account and manage document access.

Steps to Add a Team Member:  

  1. Go to Settings:

    • Click on your profile icon → “Settings”.

      settings button

  1. Open Company Users:

    • Navigate to “Company Users”.

      Company users section

  1. Add a New User:

    • Click “Create Employee” and enter their:
      ✅ Email
      ✅ Phone number
      ✅ Name & Role

      Create employee button

                           

                                  Employee details fields

  1. Send the Invitation:

    • Click “Invite”, and the team member will receive an email invitation.