This article will show you how to invite members into your organization.
Before you begin
Take note
- You can only add a new member if you have the "owner" or "admin" role responsibility on within the organization you are part of
- Each user or pending invite in an organization takes up a seat, meaning they count as members of the organization.
- If you are on the Fremium plan, you will only be allowed to have up to 2 members, including yourself, in the organization.
- The Captions Direct support member is a free seat on all plans
Add a user
Step1: Sign in to the Capptions Direct portal
Click on the link to be re-directed to the Capptions Direct sign-in page
Step 2: Select your organization
Click on the drop-down arrow to expand the view of your organizations and select the one you would like to invite users to
Step 3: Click on Settings
Step 4: Click on members
Step 5: Invite members to your organization
5.1Invite each member separately
By entering each user's email address, you can also define what role they will occupy on the platform. If you have already established your teams, you can also choose to assign them to one or do so at a later stage.
To understand what each role means and its permission level read the following article: How to assign and manage roles of members
5.2 Invite multiple members in bulk
If you have multiple users to add to the portal, you can bulk-add them by entering their email addresses and separating each one with a comma. This is best to use when inviting users who have the same "Role"
5.3 Preferred invitation language
By selecting the preferred invitation language. You can also send an invitation to the member in their preferred language ( if supported ).
Step 6: Click Invite users
If the member's email address is already registered to a Capptions Direct account, an invite will be sent to accept your invite to join your organization.
Adding Capptions Direct Support members
Step 1: Follow the above steps from 1 to 4 of the article
Step 5: Click support
Step 6: Click Invite Support Member
Click on the Invite Support Member button to view the available members
Step 7: Select Support member
From the list provided, select the Capptions Direct support staff you would like to invite or use the search bar to search for a member that is not listed.
And that's how easy it is!
We hope this article is helpful in showing you how to invite members into your organization. If you have any questions or concerns, please do not hesitate to contact our customer support team on support@capptionsdirect.com
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!