> For the complete documentation index, see [llms.txt](https://docs.taptalk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.taptalk.io/onetalk-omnichannel-documentation/getting-started/team-members.md).

# Team Members

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.

{% hint style="info" %}
&#x20;Inviting team members can only be done if your role is **Owner** or **Admin**
{% endhint %}

### Step 1: Go to Organization

To get started, on the very left side menu click on **Organization**

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MQFg3opI0-sghMUnOCn%2F-MQFg9ez0T5MmFPRR4ED%2Fminimized.png?alt=media\&token=3989a45f-281c-43c5-bbef-31c86962b73d)

### 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).

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MOaaOGTLaDP5VqnQYSe%2F-MOdOxRQKHMbTAhFFX8x%2FScreenshot%202020-12-16%20at%2009.35.39.png?alt=media\&token=47bc1675-af45-4a83-8387-fbb17eb64098)

### Step 3: Click Invite Member

On the right-hand side, click on the button <img src="https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MOkEYcxO80ixr8pooTz%2F-MOkEh1zpdaXaU6eT7If%2Fbttn-inviteMember.png?alt=media&amp;token=21ce8714-7d80-4067-b7b2-428fb0b05237" alt="" data-size="original">&#x20;

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MP2kZhacUpzHC9Xko6i%2F-MP2sZLbA0xLMPAz-Jyd%2Finvite%20members.png?alt=media\&token=4e13370f-e5e5-4903-9c26-81d02c74aef2)

### Step 4: Invite Member form

#### Enter your team member's email address

{% hint style="info" %}
Make sure the email address is accessible by you or the invited person
{% endhint %}

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MP2kZhacUpzHC9Xko6i%2F-MP2scYjd6lqKVs-ZuMj%2Fenter%20email.png?alt=media\&token=cdf0d916-7bcb-40fa-92da-2eed240d7bed)

#### Select a Role & Access

Select a role for the invited member (you can change this later).

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MP2kZhacUpzHC9Xko6i%2F-MP2sfEMRCQ8N7ux9MUt%2Fselect%20role.png?alt=media\&token=61fbbe49-f8a7-468b-b487-7816b1f4e715)

#### **Assign Topics (optional)**

Assign your team member to a topic or topics by selecting at least one topic (you can update this later).

{% hint style="info" %}
If you haven't created a topic before, you'll have one default topic named **General**
{% endhint %}

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MP2tXg2YXJxthgKBHkv%2F-MP2vfgZzD6MiyHO4K4F%2Fassign%20topics.png?alt=media\&token=a6384ce9-2d11-4a34-a337-7b59d69c2fe0)

#### Send Invitation

Once everything is filled click on the button <img src="https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MOkEYcxO80ixr8pooTz%2F-MOkErEf3hHyyht0Remy%2Fbttn-confirm-sendInvitation.png?alt=media&amp;token=c9442980-26cd-4660-a203-db863afa6e10" alt="" data-size="original">&#x20;

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MP2kZhacUpzHC9Xko6i%2F-MP2sjVm0lDS3EleDosb%2Fsend%20invitation.png?alt=media\&token=9ea7edc5-781c-4b33-8dd4-2a8118c48cd5)

### Step 5: Accept Invitation

Please check for an email from the sender *OneTalk by TapTalk.io* and click <img src="https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MOkEYcxO80ixr8pooTz%2F-MOkF-iSO04BvDtl_rkx%2Fbttn-confirm-joinNow.png?alt=media&amp;token=6eb348e7-20e9-4c45-88b2-b6e0e8c42bd8" alt="" data-size="original">&#x20;

{% hint style="info" %}
Please **check your spam folders** for this email if you can't find it in your inbox.
{% endhint %}

![](https://4266585843-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LfVupFSqh_qZAY9OiCO%2F-MOaIyK2iX068jA9NrXn%2F-MOaY_ojVA7OM17wNr-R%2FScreenshot%202020-12-15%20at%2020.18.31.png?alt=media\&token=0d7bfd64-46e1-4cff-bf62-e2ffc5933523)

### 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!
