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How to add a team member to your Shift Team

Faye
Faye
  • Updated

If you haven't already, you'll need to purchase licenses for your team members. Then, assign them to a purchased license by inviting them to your team.

How do I add licenses to my Team Account?

Access the account portal via our website, or by following the in-app click path (see below):

  1. Open Shift
  2. Navigate to "Quick Settings" (the gear icon at the upper right corner of Shift) Scroll down to Advanced Settings
  3. Click the "Teams" tab near the lower left of your screen
  4. Log in to the account portal
  5. Navigate to the "Teams" tab
  6. Select the number of licenses you'd like to purchase 

The charge for additional licenses purchased will be pro-rated for the time remaining from the purchase date until the account's renewal date.

How do I invite team members to join my team?

Once you've purchased licenses for your team members, invite them to join your Shift team by entering their Primary email in the "Invite Team Member" section.

  1. Log in to the account portal
  2. Navigate to the "Teams" tab
  3. Under "Invite Team Member", enter the Primary email of the team member(s). You'll need to do this one at a time.
  4. Team members will receive an email from support@tryshift.com containing a link to accept the invitation.

Team members need to create a free Shift account. Ensure your team members follow these instructions.

NOTE: Emails by Gmail, Outlook, or Office 365 are supported in Shift. Unsupported emails, such as Exchange or privately hosted emails will not work! If you sent the invite to an unsupported email, you'll need to delete the invite and invite a supported email.


What's next?

Check out our Shift for Teams Use Case section for real examples of how Teams users are getting the most out of Shift.

Team member didn't get the invite? Instructions on what to do next, are here.

 

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