How to add a team member on your organization’s profile

First, go to your organization's profile, and on the right click the Edit Profile button that looks like this:

Then follow the instructions below:

Step 1: Click the burger menu on the top right side of your screen

Step 2: This will open a menu. Click MANAGE TEAM

Step 3: Click the Invite button to find team members who are on the Key platform. (If a team member has not signed up they won't come up in the search so be sure to have all team members sign up on Key. Instructions on how team members can sign up are available in the Help Section and on the links below)

Step 4: Search for team members in the Search users bar.

Step 5: Select the team member.

Step 6: Input the official title of the team member. (This will show up on your organization's profile & the team member's profile)

Step 7: Select their Access Role. This will determine their permissions within your organization on the Key Platform. (Access levels can be changed at any time)

Step 8: Press Send Invite. The Team Member will get a notification of the invite and can approve or decline.

GOOD TO KNOW: To see your Pending Request refresh the page, go back into the Manage Team section, and click Pending Requests.

MAKE A CHANGE: Click the trash can icon to delete an invite or click Edit to change a Team Member's title and/or access role permissions.

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