Only admins can invite people. If you don't see Add Team Member, ask an admin on your team.
Send an invite
Click your profile picture at the bottom of the left-hand menu, then Team Management.
Click Add Team Member.
Enter their Email Address and Full Name.
Click Add Team Member.
They get an email from Opteo with a link to create a password and finish setting up their login. If your company signs in with single sign-on, the link takes them to your company's sign-in instead.
After you invite them
They appear in the Team Members table straight away, with the status Invite email sent. Once they've set up their login, it changes to Onboarded.
They join as a User. You can make them an admin later. See Admin and User roles.
They get the same linked ad accounts as you. To change which ad accounts they see, see Give team members access to ad accounts.
To cancel an invite, remove the person. See Remove a team member.
"This email is already registered"
An email address can only belong to one Opteo team. If the person already has an Opteo login, for example from working with another client, you'll see This email is already registered. under the email field.
To move them onto your team, message us from the chat bubble in the app with their email address and the team they should join, and we'll move their login across.