Quick Guide for Team Plan

A Quick Guide is dedicated to helping you quickly find the answers you need.
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How to Add New Team Members?

When a member of the team joins, the Super Admin or Team Admins can add the member from the team list in Manage Member section. You can follow the steps to operate:

 

1. In PDF Tech administration background, select Team Management -> Manage Members;

2. Click Add Members in the upper right corner;

3. Choose Add individually and fill in the following information.

- Member's e-mail: the e-mail address of the team member that will be used to receive the code. 

- Member Name: the name of the member

- Team: Select a team for the member(s) using the drop-down box.

 

Note: When the [Add Successfully!] prompt, it means that the invitation has been sent successfully, please wait for the member to confirm, after the confirmation will automatically join.

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