How to Add a Team Member

With Peppery, you can collaborate seamlessly with your team members, employees, and contractors on client portals. By following a few simple steps, you can easily invite them to join you in the world of efficient client communication and streamlined workflow.

  1. To begin, navigate to your settings by clicking on your user profile located in the top right corner of your Peppery dashboard.
  2. Once you’re in the settings, find the “team” menu item.
  3. Look for the “Add Team Member” option and click on it. A window will appear, prompting you to enter their name and e-mail address.

Your invited team member will receive an e-mail containing their login URL, username, and password.

Please note, before you can start inviting team members, make sure you’re subscribed to the Peppery Pro plan. It unlocks the full potential of collaborative features, ensuring a smooth experience for you and your team.

And that’s it! You’ve successfully extended an invitation to your team member. They can now join you on Peppery to collaborate, share information, and keep the client communication flow as smooth as possible.