The Team function allows you to add users and set user permissions to your account on Bonterms.

Note: You must have a Free Account or Paid Account to use the Team function. Only Supervisors and Admins can access and invite team members to your Bonterms Account.

1. Navigate to the Team page, underneath Settings (located on the left nav bar).
   
   
   
   
   
2. Click Invite User on the top right.
   
   
   
   
   
3. Create and Send an Invite. In the modal, input the new User’s email address:
   • Choose a User Type
   • Add any additional permissions for the User through Update Permissions.
     
     

Inviting Team Members in Bulk (Admins Only) - Disabled by Default

An alternate method to inviting team members (for Admins only) would be to use a 'Generate New Invite Link' feature. Using this feature would allow an Admin to send a single link to a group of people to sign up to their Bonterms Account. All team members who sign up using this method will be given a User role by default.

To enable the Team Invite Link feature, please contact support@bonterms.com 

Updated July 17, 2024 21:12