logo

HOW TO INVITE Business Membership Team Members

This demo shows how to invite and/or delete a team member. It also shows how to resend the email invite notification to a pending team member.

2

Business Memberships may have more than one team. For example, Silver and Gold memberships have free RBT accounts included with business membership. In this case you would see two teams - one for BCBAs and one for RBTs. To proceed, select "View" to the right of the team you would like to interact with.

Business Memberships may have more than one team. For example, Silver and Gold memberships have free RBT accounts included with business membership. In this case you would see two teams - one for BCBAs and one for RBTs. To proceed, select "View" to the right of the team you would like to interact with.
3

Enter an "Email" and choose a role for the team member - "Member" or "Manager". Click "Add Member" to invite new members to your Business Membership team. note: managers can help team owner to invite members. Managers use a member slot and can only be in one team at a time. Team owners do not take up a member spot unless they add themselves. A Team owner can be owners of multiple teams.

Enter an "Email" and choose a role for the team member - "Member" or "Manager". Click "Add Member" to invite new members to your Business Membership team. *note: managers can help team owner to invite members. Managers use a member slot and can only be in one team at a time. Team owners do not take up a member spot unless they add themselves. A Team owner can be owners of multiple teams.*
4

Example of an invite email to a new Business Membership member.

Example of an invite email to a new Business Membership member.
5

Click on "Members" if you want to view all members who are on the team and or have a pending invite. From "Members", you may resend invites, delete and make a member a manager.

Click on "Members" if you want to view all members who are on the team and or have a pending invite. From "Members", you may resend invites, delete and make a member a manager.
6

Click on "Resend" if you would like to resend an invite a team member. You may also delete them and add a different member if needed.

Click on "Resend" if you would like to resend an invite a team member. You may also delete them and add a different member if needed.
7

After selecting "resend" you will receive a confirmation alert. Done 🚀

After selecting "resend" you will receive a confirmation alert. Done 🚀