How to create new team members?

There are multiple ways of adding a new team member in your portal, and it depends on how you want to proceed with the flow.

Method-1:

Adding a new teammate in ClientVenue is easy and can be done by following a few simple steps. After opening the dashboard, you can find the "Teams" option.

Step1: After clicking on the Teams option, you can find the New Teammate option on the right side of the screen.

Step2: After clicking on the New Teammate option, you can add the new teammate by entering the details in the respective fields.

Step3: After entering all the required details, click on the Add button at the bottom right side of the screen.

Step4: That’s it. New Teammate has been added successfully. You can see the new teammate in the Teammates list.

Team Onboarding Link

The team onboarding process is made much easier with the help of ClientVenue’s new feature. You can onboard new teammates using the share onboarding link option in the settings. To know the process, all you need to do is just follow the simple steps below. Step1: After successfully login into ClientVenue, you can find the "Teams" option on the Home screen.

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