For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Inviting a person to join your team in Snapdocs RON (formerly Pactima)
Inviting colleagues to join your team on Snapdocs RON (formerly Pactima) is a straightforward process that enhances collaboration and team efficiency. Whether you're looking to bring in a new team member or involve someone for a specific project, Snapdocs RON (formerly Pactima) makes it easy to integrate them into your team.
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To invite someone to your team:
1. **Access the Account Tab**
Click on the **Account** tab at the top right corner of your Snapdocs RON (formerly Pactima) interface. This tab contains your personal and team settings.
2. **Navigate to Team Management**
In the Account settings, click **Team Management**.
3. **Go to Internal Team Management**
On the Team Management page, select **Internal Team Management**. This is where you manage your existing team members and add new ones.
4. **Invite a Team Member**
Below your team name, click the blue **Invite Team Member** button. This opens the invitation interface.
5. **Fill Out Invitation Details**
In the **Invite a Team Member** model, enter the name and email address of the person you want to invite.
6. **Select Member Type**
Choose the type of member you are inviting.
By default, the invitation is set to **Internal Member**, which means they will be part of your billing group and you can manage additional configurations of their account.
You can also invite them as an **External Member** if they are only collaborating temporarily or are part of another team.
7. **Confirm and Send Invitation**
After entering the details and selecting the member type, click **Confirm**. This sends an invitation to the person’s email address.
8. **Finalize the Invitation Process**
After the invitee accepts the invitation by signing up for Snapdocs RON (formerly Pactima) or linking their existing account to your team, you will be able to see them in your internal team dashboard.
By following these steps, you can onboard new team members smoothly and help them start contributing to your team’s goals and projects.