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How to Add a New Team Member

Invite a new team member to your firm's Knuula account and set their access level from the Organizations page.

The Organizations page is where you manage your firm's Knuula team. Use this guide to invite a new team member and set their initial access level.

  1. In the left sidebar, click Organizations.
  2. Click the New Member button in the top right.
  3. Enter the team member's First Name, Last Name, and Email. These are the only required fields.
  4. Scroll down and choose how to notify the new member:
    • Notify Now — sends an invitation email immediately so they can set up their login.
    • Notify Later — saves the member without sending an email yet.
  5. Select an access type:
    • Admin — highest default access level.
    • Member — standard access.
    • Guest — limited access.
  6. Click Save. The new team member will appear in your Organizations list.

Please note: If the team member hasn't completed their signup yet, they will appear as Pending Sign Up in your list. Once they've signed up, their name will display with an avatar.

Need additional help? Reach out to us at support@knuula.com.