Go to the Participants page. Locate and double-click the participant’s name.
Navigate to the Team Members section and Click “+ Add Member.”
You can click the dropdown arrow to display options, including adding a team member and viewing existing ones.
Add the team member using one of the following options:
Search for an existing team member, or
Enter details manually, including:
First Name
Last Name
Email
Phone Number
Role/Relationship
*Permissions
*In the Permissions section, you can select one or multiple options depending on the level of access required. (For more details, refer to the article: Grant Access or Permission to a Team Member)
Note :
Fields marked with an asterisk (*) are required.
Ensure that the team member’s email address is not the same as the participant’s primary email, and vice versa.
4. Once all required fields are completed, click “Add Team Member.”
