Invite Team Members

Invite accountants, staff, managers or interns to help you manage your business. It is easy to add a new team member to your Occasion Workspace.

In this article, you'll learn how to:

Once you have logged in, click on “Settings" from the side bar menu.
Then, click on the "Manage Staff" tab.
To add a new team member, click the “Add Staff Member” button.
In the new pop-up window, enter the user's email address, first name, and last name.
Below, you will notice each permission option listed with a checkbox beside them. To save your progress, click "Invite a New Staff Member" at the bottom.
An email is sent to the new user, inviting them to join your workspace. They will click a link and enter a password to access your workspace.
When a new team member has been added, their account status is set to “Unconfirmed” until they click the link in the invitation email and set up a username and password. Once they do that, their account status changes from “Unconfirmed” to “Joined on mm/dd/yyyy”.