1. Click Setup in the top-right corner.
2. Navigate to Users.
3. Enter the user’s Email and select the appropriate Profile.
4. Send the invitation, and the team member must accept it.
5. Once accepted, the user will be added—click Close.
6. A confirmation message will appear stating the invitation was sent successfully.
7. To update user information, select the user and click Edit.
8. After making changes, click Save to update the user details.
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