Kindly note you can add a team member by doing the following while logged into the team member's account (it cannot be done from the manager's account):

1. Login to the Team Member’s Account.

2. Access the Account Settings.

• Hover over or tab to the avatar in the navigation bar.

• Select the Account option from the menu.

3. Edit Work Information.

• Under the Profile tab, locate the Edit Work Information option in the right column and select it.

• A pop-up window will appear.

4. Assign a Manager.

• In the pop-up window, click the Select Manager button.

• In the Find Manager field, type the name of the manager exactly as it appears in the manager’s account.

• Click Search.

5. Select the Manager.

• From the search results, choose the correct manager's name.

• Click Save to confirm the selection.

6. Finalize the Changes.

• Scroll to the bottom of the pop-up window and click Save again to ensure all changes are saved.

7. Verify the Addition.

• Login to the manager’s account and navigate to the Team page to confirm that the new team member appears on the list.

Important Notes:

• Managers cannot add team members directly from their own accounts. This must be done by the team member themselves or while logged into their account.

• Ensure the name entered in the Find Manager field matches exactly with the manager’s account details.