All Collections
Team & Contacts
Inviting Team Members
Inviting Team Members

How to invite team members to your organization

Anna Zanichelli avatar
Written by Anna Zanichelli
Updated over a week ago

Begin from your dashboard and click on the Team button in the left-side menu. To invite a new team member, click on invite members in the upper right corner.

You will be directed to a form where you fill in your team member's email and name. You can invite one or multiple members at once!

Once you have added the info, click on the Send invitations button. If the invited members are new users on Ocast, they will receive an email to activate their account!

After you have sent the invitations, don't forget to add media kit access and roles

After you have sent the invitations, the team members' names will appear in the list over Team. To edit their profile and give them the correct access to your organization's dashboard, you have to add a media kit to their user.

This is done by clicking on one of the users in the list of your team members.

You can then edit your team member's information, add a profile picture and set their role.

Click on the search bar next to media kit access to connect a media kit to the user. Once a media kit is connected, the user will automatically get the user role.

To change a role, click on the arrow to display your options in the drop-down menu. Don't forget to click on the cog wheel icon to edit specific permissions for the role!

Screen Recording 12-1-2022 at 9.09 AM

If your organization has multiple media kits, there is the possibility to set access to multiple media kits.

Screen Recording 12-1-2022 at 9.27 AM

If a user is promoted to owner, the user will automatically receive full access to the entire organization!

Screen Recording 12-1-2022 at 8.50 AM

Did this answer your question?