Add existing users / Amend user roles

There may be situations where an existing user may need to be onboarded on multiple teams. However, the invite link will not work for existing users.

Agency/Teams admins should follow the following steps:

1

In the 'Users' page, search for the user's name.

2

Click on the pen icon to access the 'Update user' sidebar.

Agency/Team admins can decide the user role.

However, only Agency admins can grant other users with Agency admin privileges. This can be done by switching the toggle on.

3

The user is now added to the team with their assigned role.