Adding Team Members

This guide explains how to add other users to your Organization so they can help manage devices and view system status. Adding team members allows multiple people to work within the same Organization using their own accounts.

Only users with administrator access can invite new members to an Organization.

Where to Add Team Members

To invite someone to your Organization, navigate to My Organizations > Access Permissions.

This page shows a list of current members and provides an option to create a new access invitation.

Sending an Invitation

Select the option to create a new invitation and enter the email address of the person you want to add.

The email address you enter must match the email address the recipient uses for their Simplified Solutions account.

When sending the invitation, you can choose whether the user should have standard access or administrator access.

What the Invitee Receives

The invited user receives an email containing an invitation key and instructions for joining the Organization.

They can accept the invitation by clicking the link in the email or by entering the invitation key in the portal.

After the Invitation Is Accepted

Once the invitation is accepted, the user will appear in the Access Permissions list and immediately gain access to the Organization.

Their level of access is based on the role selected when the invitation was created.

Next Steps

After adding team members, you can adjust access roles if needed and begin working together to manage devices, installers, and system health.

If you are unsure which role to assign, review the Roles & Permissions section of the setup guide for additional guidance.