Step 1: On the dashboard, you will see the option to invite your team.

Step 2: When you click the button to invite the team, you have to submit a few details of the team member. You have to submit the email ID, Role, Role profile of the member, and also have to enter to whom the member will be reporting.

Step 3: The company can add all the members once and send them an invitation, or they can manually add members.

Step 4: After submitting all the details invitation mail will be sent to the team member from the official Email ID of CRM Harbor.

Note: The member must check the spam inbox for the Email

Step 5: The team member has to accept the invitation, and after that, they have to fill in the required details and submit them.

Users can also be added by navigating to Preferences → Users → Add User, or by using the Import option