How-To: Quickly Add Team Members To A Project 🤝🏼

This is a quick guide on how to add team members to your account.

🪧 Please Note: *If you’re looking for more detailed instructions on how to manage team members please read this article: How-To: Add, Remove, and Manage Team Members, Vendors, and Contacts To A Project

🎥 Tutorial Video:

📖 Written instructions

🖐🏼 Five easy Steps to Add new Contacts:

First, select the project you’d like to add your contacts to.
Once you’re on your main project page, click on the “Contacts” tab. You can find the Contacts tab pinned to your right sidebar. If you don't see it, click on "Other" (the three dots), and you'll see the Contacts tab there. If you want to keep it pinned 📌 to your sidebar, make sure to mark the pin so it's always within reach.
Ince inside of Contacts Tab, click on the purple “+” button to add them.
Simply type in or copy/paste their email into the window and assign them a level of access appropriate to their role.
Click Confirm to send their invite ✉️

Permission Status

Project Managers

Can modify and archive release templates and documents, as well as view and deploy releases.

Associates
Cannot modify anything. They only can view and deploy releases.

📩 Team Invites

Your team will receive an email from “support@mesuite.com” inviting them to your project.

If they’re new to MEsuite, they’ll be invited to create a Profile by creating a password. Then they can accept your invitation to join your project.

If they’re already in MEsuite, they’ll be invited to accept your invitation.

Once the invite has been sent, please have your team member check their email for the invite from “support@mesuite.com.” If it’s not in your inbox within ~3 minutes, please check to see if it went into your spam folder.

If your team member has already been invited to MEsuite previously but has not logged in, please let your customer success manager know as they might need to be manually reset.

Done!

Let us know if you have any feedback at support@mesuite.com

-Team MEsuite.