Invite Your Team & Manage Your Account

Invite Your Team

 

Set your Email Integration first in order to invite colleagues.

  • Click the “Invite Team Member” button on the right menu

  • To add a team member, enter an E-mail address, Username and FullName. Username will be used on the Login screen

  • He/She will receive an invitation link. Click the “Activate Account“ button.

  • An URL will be open to create a password and activate your account.

  • He/She should log in to the Momentum Suite website.

Manage your Organisation

Click USERS on the right top menu.

  • Update User Status to Active / Passive

  • Change User Role to Guest / User / Admin

  • Change User information.

 

Update your profile

Click MY PROFILE on the right top menu.

  • Upload your profile picture

  • Change your password

  • Change your profile information

 

Update your company info

Click COMPANY on the right top menu.

  • Update your company information

  • Upload your company logo