Adding team members to your REISA Master Forms subscription involves inviting them by email and selecting their access level. They then need to accept your invite and set up their profile in the system.
Video Tutorial:
Step by Step Guide to Adding Team Members
Go to your Organisation settings page, scroll down until you see ‘Invite team members’ button on the right hand side. Click on it and enter the invitee’s email address. You must press enter after you enter each email address.
Once you have entered the email addresses of your team members, click Send invite to send them an invite onto the platform.
They will receive an email to join the platform and once they have completed that process, you will see them as members of your organisation.
You can assign a team member as an admin for the REISA platform by clicking the REISA Forms link in the pop-up notification that appears after sending an invite.*
*Please note: Your organisation must have an active REISA Forms subscription for the admin to view this screen after the invite is sent.
This link will take you to the Manage Subscription page for REISA Forms. Scroll down to the User section to view all users, including any with pending invitations. From there, you can mark pending users as admins, giving them direct access to REISA Forms once they accept the invitation.
