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Inviting Your Team

Learn how to add or invite team members to Equip so they can access the platform with the right role and permissions from the start.

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated yesterday

Inviting Users to Equip

Ready to grow your team? You can easily invite new users to Equip by adding them one at a time or importing them in bulk. Invitations are sent directly to their email with a link to join your team.

👤 Navigate to Your Team Settings

  • Click your profile icon in the top-right corner

  • Select Team from the dropdown menu

➕ Add a User Manually

  • Click the Add User button

  • Fill out the user’s name, email, role, and title

  • Click Add User to send the invitation email

📥 Import Multiple Users

  • Click the Import Users button

  • Follow the on-screen instructions to upload your user list

  • For detailed steps, check out our Importing Users Guide


Equip Tip: Make sure each user is assigned the correct role to ensure they only see the tools they need. You can always edit their role later if needed!

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