To invite your team into Elite, visit the Manage Company page in Elite’s navigation
under Team. This page is only available to Elite Administrators.
To add a team member into Elite, click the “Add Team Member” button at the top
right on the Manage Company page. Complete the fields and click “Save & Close”.
Your team member will be added to your company, and you can immediately begin to
include them in meetings, assign them action items and more.
Please note: When you add a team member to your company, they are not
immediately invited into Elite and Elite will not communicate with your team
members until you invite them. You can see team member’s invitation status on the
Manage Company page next to their name.
Team members can have the following statuses:
- Invite Not Sent
o This team member is added to your company but has not been notified
to create their Elite account. - Invitation Pending
o This team member has been notified to create their Elite account, but
has not yet accepted the invitation and created their account. - Active
o This team member has been added to your company and has
accepted your invite and created their Elite account.
To invite a team member into Elite, find their profile on the Manage Company
page and click the arrow at the far right. In the drawer that slides out, select the
“Send Invite” button in the blue “Invite team member!” box.
Once your invite has been sent, this team member’s status will be updated. You can
always revisit this drawer to resend their invite if they need another reminder at the
top of their inbox.