Teammates : How to add a new Teammate

Robert Paisley

In this article, we will cover adding a teammate to your agency account. This will allow you to assign Teammates to work as Collaborators in your workspaces. 

  1. From your Dashboard, click on Settings
  2. Click on Users
  3. At the top right, click on Add new collaborator
  4. Click on the Text "Not seeing someone? Add New User to Team"
  5. Enter the email, first and last names of the New team member as you would like it displayed.
  6. Optional: Check the box if you would like them to have Administrative Access.
  7. Click on Create Invitation
  8. I invitation to join the team will be sent to the email provided. 

If you have any questions about this, please contact our Support Team by clicking the Submit a Request button at the top right-hand corner of this page and then the Help button at the bottom left of the ClickFunnels Page.