Add resources to your company instance
- Click on your name at the top of your dashboard.
- Select Administration.
- Click the Resources tab.
- Click Add Resource.
- Select the resource type.
- Enter the information required for the resource type.
- Click Add.
Available resource types are Individual and Company.
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.