Focus: The focus of this self-help article is to provide steps and information to about adding team members to your PandaDoc account.
Please note: Adding team members is an excellent way to share and create documents together.
Step 1: Adding “Seats” to your PandaDoc Account. Go to Settings > Account > Under the “Usage” section, click on “Manage Seats” to add new seat to your account. This is done in order to add new team members.
To increase the number of seats, use the dropdown to select a new number and click on “ Add Seats”, to make the changes.
Step 2: Adding team members and sending an invitation. Once the seats have been added to the account, Go to Settings > Teams > Invite new member tab.
Enter in the email address and click on Invite.
Step 3: Receiving confirmation. Once your invitation is accepted, you will receive an email notification.
Step 4: Re-sending the invitation. If you have sent out an invitation but it has not been accepted, you can also ways send out a reminder. Find the added team member, on the far right, using the “…” and click on Resend invitation.
Step 5: Replacing users — At any time you can remove old users and then add new users. To replace one user with the new one, you only need to delete this user and invite another for the vacant seat.
If you would like more information about “account” roles, please click on this link.