How to Invite a Staff Member to Manage/Engage

Learn more about how to invite new and existing staff members to the Manage/Engage platform.

Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago

If you are adding a new staff member who does not have a Manage account, follow these steps!

1. From the “People” screen click the “Add” button in the top right corner.

2. Next, you will fill out the basic information such as first name, last name, position, email address, and default group. Be sure that the “Send Invitation” box under “Email” is checked otherwise they will not receive their invitation.

Send Invite

If the staff member already exists in the system but never received an account invitation follow these steps:

1. Go to the staff member profile

2. Under “Account Invitation” select “Send Invitation”

Send Invite pt. 2

3. Once you click “Send Invitation” you will see this confirmation popup.

Invite Sent
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