Collaborate easily by adding teammates to your organization!
Important Note: Only the primary Convos user can add teammates to the account.
- Click Settings on the right-hand side menu.
- Click on "My Firm." This will open up more information about that section.
- Scroll down to "Invite team members."
- Complete the fields required to send an invitation email to your teammate.
- The email will contain a link to create their user account within your firm.
- Once accepted, you will see them as a teammate in the same area where you sent the invitation.