How to add team members to the Upvio AI platform
Efficiently managing your team is key to scaling your operations. This guide walks you through the simple process of inviting colleagues and getting them into your workspace.
Upvio AI makes it easy to bring your team together in one place. By adding members to your platform, you can share data, manage workflows, and collaborate on scans in real-time, securely.
To add a new member to your team, follow these steps:
- Under the Settings menu, select the Members tab.
- Click the +New Team Member button to open the invitation form.
- Enter the Name and Email Address of the person you want to add, then click Send Invite.
Once submitted, your teammate will receive an email invitation with the link to join. The recipient must click the link to verify their identity and join your workspace.
Team access is granted only after the recipient accepts the automated email invitation.