Invite A New Team Member Who Is Not Yet A Registered User
This flow should be used if a new team member is to be added, but does not yet have an MRG Suite account and needs to be invited as a new user to MRG Suite.
Team Admin (limited to own team), Team Manager, Account Admin
2. Click on Sign in
3. Click on user menu
4. Click on People
5. Click on Invite New User
6. Enter full name of new team member
7. Add additional new users as is necessary
If more than one user needs to be invited, click the + icon to reveal more fields for more invitations.
8. Enter email of new team member
9. Click on Next, select team(s)
10. Click on the drop down below team name
Users may be invited to more than one team at this step.
11. Assign role to new team member
For guidance on team roles, please contact your manager.
12. Click on Next, send invitation
13. Review welcome message and Click on Send invite
You can also edit the welcome message at this step.
14. Team list will be updated with new invited user(s)
Check that new team member was added. Role should say "Invitation Pending" and be highlighted in green. Invitations expire after 24 hours and are turned red. At this point invitations can be deleted or resent using the user menu on the right side of the row.
