Adding Team Members ( A Guide)

Adding a Team Member to Your Firm

Adding team members to your Firm allows members to collaborate effectively and share access to client data and firm resources. Follow these steps to add a team member:

Step-by-Step Instructions:

1. Log in to your account: Access your account using your existing credentials here.

2. Navigate to Account Settings: Click on the hamburger menu in the top left corner of your account dashboard. Then, click on the profile button (highlighted in green) to launch your Account management screen.

   

   

3. Select Firm : Look for the "Firm" tab within account settings.
   1. Click on it to expand

   2. Select the "TEAM" tab and choose "ADD TEAM MEMBER"

      

4. Add Team Member: Use your existing credentials to authenticate and add new team members by following the on screen instruction and adding name and contact information in the designated fields. Please keep in mind team members must have an email registered to your firm domain.
5. Send Invitation: After entering the required details, click on the "SEND INVITE" button to send an email invitation to the team member.
6. Team Member Accepts Invitation: The invited team member will receive an email with an invitation link. Once they click on it, they'll be directed to create their account or log in if they already have one.
7. Confirmation: Once the team member accepts the invitation and creates an account, they will be added to your account as a team member, and you can now collaborate efficiently.

Remember, it's essential to manage team member access and permissions carefully to ensure the security of your account and data. Regularly review and remove access for team members who no longer require it. For any questions or concerns regarding adding team members, please contact support@distributary.io. We're here to assist you!