- From the Company or Group Settings page, select Members
- Select Invite New, then enter the first name, surname and email address or phone number and the role you would like to assign.
- Add multiple contacts by adding lines to the form. When you are ready, click Save.
If you enter an email address, then the person will get an invitation via email. If you enter a phone number they will receive a text message. When they login with these credentials, they will automatically be joined to your company.
For more information on the roles available within Docketbook, refer to Standard Docketbook Roles.