The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
1. Head over to the "Teams" page
2. Click on "Invite team members"
3. Fill out the information of the new team member
4. Click "Send invitation"
Please refer to the visual guide below If you wish to read the instructions in detail
2. Click on "Invite team members"
3. Fill out the information of the new team member (Email Address, Full name, Team, and Role)
Note: If this user already has a Serviceform account, you cannot invite them to your team. If you have any issues regarding this please contact us on support@serviceform.com
Select role: There are 3 types of roles in a team:
4. Click on the Send Invitation button.
An invitation will be sent to the invited team member via email.
Once they accept the invitation, you can see them on your Team’s page :)
Furthermore, you can resend the invitation again as shown below, in case they cannot find the email invitation in their inbox.
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