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  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
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    • Text Mapping
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    • Enabling Multi-Screen
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    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
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    • Managing Your Subscriptions
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    • How to Redact A Document
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    • Redacting Metadata
  • Managing Documents
    • Managing Your Documents

Inviting New Members To A Sub-team

Inviting new members to a sub-team can be done from your account at Obfys. A user with either administrative or team manager permissions can invite new users to his/her team from Obfys provided that the account already has enough paid seats. To invite a new team member, you can go to the "teams" page and find the team that you want to add a member to, and from the dropdown options associated with the team, select either Add Member or Manage Teams. If Add Member is selected, a pop-up menu appears that allows you to enter an email address and a role for the invitee. After the submit button is clicked, an invitation is sent to the email address, where the recipient can either accept or reject the invite. Upon accepting the invite, the recipient then goes through the sign-up workflow. If you select Manage Team you will be re-directed to the edit_team page, where you are able to enter an email for the invitee and press the "Invite A Member" button to send out the invite. If you do not have enough seats you will need to purchase more seats from the subscriptions page in settings [See Updating Your Subscription For how To Do This].

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