Team Members

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.

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

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).

Send Invitation

Once everything is filled click on the button

Step 5: Accept Invitation

Please check for an email from the sender OneTalk by TapTalk.io and click

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!