Invite A New Team Member Who Is Already A Registered User

Team Admin (limited to own team), Team Manager, Account Admin.

This flow would be utilized to add an existing user within a single MRG Suite account to an additional team.

2. Click on Sign in

Click on Sign in

3. Click on user menu

Click on user menu

4. Click on Teams

Click on Teams

5. Click on team name where you would like to add user

This will load the Team detail page.

Click on team name where you would like to add user

6. Click on Add team member

Click on Add team member

7. Click on Someone who is already a registered user in this account, but not on this team

Click on Someone who is already a registered user in this account, but not on this team

8. Use the drop down to select a user

Use the drop down to select a user

9. Click on Next, assign role(s)

Click on Next, assign role(s)

10. Use the drop down to assign a role to the team member

For guidance on team roles, please contact your manager.

Use the drop down to assign a role to the team member

11. Click on Confirm new team member

This will close the side panel overlay and display the new user in the list of Team members.

Click on Confirm new team member

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