verama

TABLE OF CONTENTS

• Inviting New Team Members
• Inviting Existing Profiles 

Step 1: Log In and Access the Team Tab

1. Log in to Ework Verama.
2. Go to the Company Tab in the main menu and select the option Team from the dropdown.

Inviting New Team Members

1. Create a New Profile: Click on the +Add Profile button in the upper right corner to create a new profile.

2. Add Profile Information: Fill in the necessary information, including:

• Select a permission level: Member, Manager, or Admin
• First Name
• Last Name
• Email Address
• Location
• Job Title (optional)

3. Invite Team member - Select YES to send an email invitation. The email will be sent to the new team member.

Guide to Accepting an Invitation Click here to learn how to accept an invitation. 

Inviting Existing Profiles 

1. Go to the Company Tab in the main menu and select the option Team from the dropdown. 
2. Click on the profile you want to invite to your team.
     
3. Scroll to the bottom of the profile page and click Send Invitation. 

Managing Invitation Status

1. List View: Check the invitation status from the list view under the tab Company > Team.
2. Profile Page: View the invitation status on the profile page under the email address.
3. Permission Level: Check the permission level assigned to the team member you sent the invitation to by scrolling down to the bottom of the profile page.
    

Resending Invitation

If the invitation was not received, you can resend it by following the same process.

Tips

• Always verify the email address before sending an invitation.
• You can adjust the email address as long as the invitation has not been accepted.

By following these steps, you can easily manage your team and invite new members to join your company in Ework Verama.