👥 How to Add a New Team Member.

Adding a new team member from your firm is simple and quick! Follow these steps to get your teammate onboard:

🔧 Access Firm Settings:

• • Click the dropdown menu in the top-right corner of your screen.
  • Select My Firm Settings from the list.

1. 👤 Navigate to My Team:

   • Click on My Team in the navigation menu.

2. ✉️ Invite a Team Member:

   • Click the +Invite button.
     
     • Enter the team member’s name and firm-approved email address.

3. 🚀 Send the Invitation:

   • Click Send Invite to complete the process.

🎉 Done! The invited team member will receive an email with instructions to join Audit Sight.

Note: This process is for inviting team members who are users at your firm. To invite your client to Audit Sight, follow the instructions in this guide: Client Account Setup.

❓FAQs

💰 Does adding a new team member cost money?
Nope! Audit Sight allows unlimited users at no additional cost. 🎉

📧 Why can’t I invite a user?
Check the email address! Audit Sight only accepts invitations sent to firm-approved email domains.

🔄 What happens if I never accepted the invite?
No problem! An existing user can resend the invitation by going to the My Team page, finding the pending invite, and clicking Resend Invitation.

💡 Need Help?

If you have any issues or questions, we’re here for you!
📧 support@auditsight.com