Add resources to your company instance

Updated 1 week ago by Jennifer B.

  1. Click on your name at the top of your dashboard.
  2. Select Administration.
  3. Click the Resources tab.
  4. Click Add Resource.
  5. Select the resource type.
  6. Available resource types are Individual and Company.
  7. Enter the information required for the resource type.
  8. Click Add.
Resources receive emails notifying them that they have been invited as a resource.
Resources must accept the invitation before they are added as team members.

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