You first need to go to the group where you want to add a new member and then click button “Add new member”:

Fill in all the mandatory data on the opened modal “Add a member to the partner group”: email address, name and surname, phone number, role (admin or employee). Click “Save” to keep changes.

Note:

  • Admin role allows users to make changes in the company. Employee role allows to only view the company details.

  • Role of the member will be relevant not only for all the companies in the group, but for all companies in subgroups too.

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