Team Members

A step by step guide on how to invite team members into your organization in OneTalk by

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

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

Step 5: Accept Invitation

Please check your spam folders for this email if you can't find it in your inbox.

Sign up for OneTalk by

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!

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