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Inviting Team Members
Inviting Team Members

A guide to inviting and assigning permissions for Team Members

Kim Rounsefell avatar
Written by Kim Rounsefell
Updated this week

Inviting Team Members to Collaborate on MDC

My Digital CMO allows you to invite team members to join your account and work together seamlessly.

How to Invite Team Members

To invite team members to your MDC account, follow these steps:

Navigate to Settings > Team

Scroll to Invite Team Members

Enter your invitee's email, select an assigned Business and an Access Level.

Click 'Invite'

Important: We recommend only assigning administrator access to appropriate staff members to maintain data security between businesses.

Tip: Please note that you can only send one invitation per user. However, you can assign additional businesses to the same team member later on.

An email invitation will be sent to your invitee. You can see a record of invitations sent and their status below.

When your Invitee clicks on their Join Team email invitation they are taken to a registration screen. Where they'll be prompted to enter their First Name, and Password.

Tip: Please note email address is auto-filled, please allow a moment for this field to populate.

You will be notified as soon as your new Invitee has joined your team and can then set additional permissions and assign additional Businesses (optional) if needed.

How to Resend an Invitation to a Team Member

If a team member has not received or accepted their invitation, you can easily resend it by following these steps:

  1. Delete their old invitation and send a new one. To delete an invitation, simply click on the "Delete" button next to their name in the "Team Invitations" section.

  2. Resend an email invitation using the steps above.

That's it! You now know how to invite team members to collaborate on MDC and how to resend invitations if needed. Happy collaborating!

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