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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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
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.
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.
