Invite Team Members to Your OneClick Code Account

This guide outlines the process for inviting new team members to your OneClick Code account.  If you're an account owner or team admin, follow these step-by-step instructions to quickly expand your team.  

How to Add Team Members to Your Account

If you’re the Admin or Account Owner, follow these steps to invite new team members:

Step 1: Access the Teams Page

• Sign in to your OneClick Code account.
• Click on the Teams tab:
  • On the web version, it’s located in the top-left corner of your dashboard.
  • On the mobile version, you’ll find it at the bottom of the screen.

Step 2: Click the “Invite Team Member” Button

• On the Teams page, click the blue "Invite Team Member" button.
  

Step 3: Enter the Email and Assign a Role

• Type the email address of the team member you’d like to invite.
• Select the appropriate role for the invitee:
  • Member – Can create and view team reports.
  • Admin – Has the same privileges as a member but can also invite other members.

Step 4: Send the Invitation

• Click “Send Invite” to complete the process.
• The invited user will receive an email with instructions to join the team.

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For the Invitee: Accepting the Invitation

If you’ve been invited to join a team:

Step 1: Create a OneClick Code Account

• Create a OneClick Code account using the same email address where you received the invitation.
• Set your password and log in to your account.

Step 2: Accept the Invitation

• Once you log in, you’ll see the invitation notification.
• Click "Accept" to join the team. That’s it!

 

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