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Managing Your Team/Users

How to invite team members, assign roles, and remove access.

You can add members of your team to Assist at no additional cost. To invite someone into your assist account you must be an Organization Admin.

Inviting a New User

  1. Click on the "Users" link in the main Assist Menu
  2. Click the Invite button. Add the new user's name, email and select the role they will have.
  3. Click Submit to send an invite email to the new user. They will need to click on the invite email to register their account.

Editing Roles

At any time after inviting a new user, you can also edit their roles:

  1. Navigate to the Users Tool in Assist.
  2. Click the "..." link next to the user you want to edit.
  3. Add any roles you want to add or remove any assigned roles by clicking the Remove link next to the role.