Purpose of the document

This tutorial will guide you through the process of inviting a teammate to your C2Keep account.

Requirements to Complete Process

Only a Company Admin or Pharmacy Admin can invite a teammate.

1. First, navigate to the Team menu section.

2. Once in the Team's dashboard, select Invite Teammate.

3. Enter your teammate's email address.

4. Next, select the role you wish to assign to your teammate.

5. If you wish to invite more than one teammate, select Add More then enter the additional teammate's email addresses, and select their roles.

6. Finally, select Send Invite.

Following these steps will successfully send an invitation to your teammate.