To make the most out of your G2X membership, you need to add team members to your account. In this article, we will guide you step-by-step on how to add users to your account.
Note: Only Account Owner's and Admin's have this capability - if you are following these instructions and do not see the option to add or remove users' - you likely are not the Account Owner or Admin.
Inviting New Members:
- Access Invitation Feature: Within the members area, select the "Invite Member" option.
- Enter Details: A pop-up will appear where you can add the new user's email address and specify their role and associated vertical(s).
- Adding Multiple Members: If necessary, you can invite multiple users simultaneously by selecting the "+ Add Member" option to add additional email addresses.
- Send Invites: Once all desired members have been added, select the "Send Invite" option. We'll take care of the rest! Ensure that your new users are aware to check their email for an invitation from G2X.
- Note: If invite emails are not received, advise users to check their spam/junk folder. If not found there, they can reach out to support at support@g2xchange.com for assistance.
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Need to Add More Members?
If you find that you need to add more members than your current plan allows, simply select the "Manage Subscription" within the vertical options, or select the "Upgrade Plan" button. This will allow you to explore our available plans and choose one that best fits your team's needs.
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If you encounter any issues during this process, don't hesitate to reach out to our support team for further assistance.