How to invite new users to the team?

In BoldSign, you can invite new users to join your organization by sending invites. An account admin can add new users to any team, whereas a team admin can invite new users only to their team. You cannot invite users who are in another organization.

Follow the steps below to invite new users:

• Open the User page from the Users & Teams dropdown. The Invite users button can be seen in the top-right corner.
• Click the Invite users button and the Invite new users dialog box opens up.

• Select the team from the drop-down in which the user is to be added.
• Enter the email ID in the email ID field, then click the Add button and click the Invite button.
• If the user is not part of any other organization, then the user will receive an email with a link to accept the invitation and join your organization.

• If the user already exists as a part of another organization, an error message will be displayed, and you will be unable to invite the user to join your organization.