A step by step guide on how to invite team members into your organization in OneTalk by TapTalk.io.
Getting Started with Members
Inviting team members to your organization is a straight forward process and should be the first thing to do once you access OneTalk's dashboard.
Inviting team members can only be done if your role is Owner or Admin
Step 1: Go to Organization
To get started, on the very left side menu click on Organization
Step 2: Go to Members
A submenu should appear with different options, go ahead and select Members (this should be the default selection once you click on organization).
Step 3: Click Invite Member
On the right-hand side, click on the button
Step 4: Invite Member form
Enter your team member's email address
Make sure the email address is accessible by you or the invited person
Select a Role & Access
Select a role for the invited member (you can change this later).
Assign Topics (optional)
Assign your team member to a topic or topics by selecting at least one topic (you can update this later).
If you haven't created a topic before, you'll have one default topic named General
Send Invitation
Once everything is filled click on the button
Step 5: Accept Invitation
Please check for an email from the senderOneTalk by TapTalk.ioand click
Please check your spam folders for this email if you can't find it in your inbox.
Sign up for OneTalk by TapTalk.io
Once the invited member has clicked on Join Now, a new tab will open prompting the member to sign up. Continue with the sign up process and they will be good to go!
