Focus: The focus of this self-help article is to provide steps and information to about adding team members to your PandaDoc account.
Please note: Adding team members is an excellent way to share and create documents together.
Step 1: Adding team members/adding users and sending an invitation. Go to Settings > Team
Enter in the email address and click on Invite.
Step 2: Receiving confirmation. Once your invitation is accepted, you will receive an email notification.
Step 3: Re-sending the invitation. If you have sent out an invitation but it has not been accepted, you can also ways send out a reminder. Find the added team member, on the far right, using the “…” and click on Resend invitation.
If you would like more information about “account” roles, please click on this link.