1. Enter the email address associated with your account
2. Click Sign in
3. Click on the person icon in the top right corner.
4. Click on Team
5. Click on Add
6. Enter the First Name of the user
7. Enter the Last Name of the user
8. Enter the email address of the user
9. Check Collaborate on new orders
Select this option if you would like the user to be able to access all orders associated with your portal. Otherwise, the user will only be able to see the orders they enter.
10. Check Collaborate on new tickets
Select this option if you would like the user to be able to access all tickets associated with your portal. Otherwise, the user will only be able to see the tickets they enter.
11. Check Access invoices
Select this option if you would like the user to be able to access all invoices associated with your portal. Otherwise, the user will only be able to see the invoices they enter.
12. Click on Add
