Invite Your Team Members

Learn how to invite team members to DoubleTick. Add members by entering their details, assign roles, and manage pending invites or revoke them as needed.

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How to invite your team members on DoubleTick ? 👇

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Invite Team Member

To add a team member to DoubleTick, follow these steps:

• Navigate to the left panel and click on "Teams"

• On the Teams page, locate and click on the "Invite members" button

• Enter the team member's name and phone number

• Choose the appropriate Organizational role

• Select the WABA role

• Click on the "Invite" button to send the invitation

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View Pending Invites

To view pending invites on the Team page, follow these steps:

• Click on "View ALL" to access the pending invites page.

• Here, you will find a list displaying the members' names, phone numbers, assigned role, and the date and time when the invites were sent to them.

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Revoke Invite

To revoke an invite on the pending invite page, follow these steps:

• Next to the member whose invite you want to revoke, click on the three dots icon

• Select "Revoke Invite"

• A confirmation pop-up will appear. Click on the "Revoke" button to proceed.

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