Once you’ve created your account in ContentsPal, the first step to getting your team up and running is to invite other members of your organization. By adding your colleagues, you can:
Share jobs and assign tasks.
Maintain visibility across your team’s work.
Ensure everyone has access to the same tools and chain of custody records.
How to Add Team Members
Go to Organization
From the main menu, select Organization.
You’ll see your own name listed as the first user.
Invite New Users
Click the Invite Users button at the top.
Enter the name and email address of the team members you’d like to invite.
Send Invitations
Once you’ve filled out the names, click Send Invitations.
Each person will receive an email with a link to join your organization.
Track Pending Invitations
Invited users will appear under your organization with a “Pending” status until they accept.
For example, if you’ve invited Mary, you’ll see her listed as pending until she clicks her invite.