How to add users to your organization’s account

  1. Click Organization History or the organization name.

2. Click the Contacts tab on the left.

3. Click Invite User.

4. Enter an Email Address and Message, and then click Invite.

Once steps 1-4 have been completed, the invitee will receive an email with further instructions.

In the event you need to resend or revoke the invitation, click “invited” at the bottom of the new contact.

How to invite collaborators

The collaborator feature offers three permission levels:

Navigate to the Request Summary Page for the request. Click Collaborate.
collaborate button

Enter the applicable Collaborate information, and then click Invite.

Click Collaborate again to manage any collaborators invited.