Admins can invite team members to their Spellbook platform via the Spellbook Word Add-In and Associate.
If you are not an Admin, please reach out to our support team at sucess@spellbook.com, and we can assist.
Add Users in the Word Add-In
1. There are two ways to add new team members to your Spellbook platform. In Spellbook's Word Add-In, click Invite Teammates at the bottom of the app.
2. Type in the email of the team member you want to add to the platform.
3. You will them need to click on the email to confirm it.
4. Click "Send Invitation"
5. You can also invite users via the Spellbook Settings section in the Word Add-In.
6. Go to Users
7. Click "Invite Users"
8. Type in the email of the team member you want to add. You must type them in individually.
9. Click "Send Invitation"
10. Users will then receive an email with an invitation they can use to install and access Spellbook.
Add Users in Associate
1. Click the "Admin" tab on the bottom left.
2. Click Invite people
3. Enter the emails of each person you'd like to invite. You can invite multiple people at once.
4. Customize their role.
5. Add them to an existing team. To learn how to make new teams, view the article here.
6. Click Send invitation
7. Invited users will receive an email to get set up within Associate.
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Need additional assistance? Contact our support team at success@spellbook.com