How-To: Quickly Add Team Members To A Project 🤝🏼

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If you still have questions or prefer to get help directly from an agent, please submit a request. We’ll get back to you as soon as possible.

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🎥 Tutorial Video:

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📖 Written instructions

🖐🏼 Five easy Steps to Add new Contacts:

1

Select the project

First, select the project you’d like to add your contacts to.

2

Open the Contacts tab

Once you’re on your main project page, click on the “Contacts” tab. You can find the Contacts tab pinned to your right sidebar. If you don't see it, click on "Other" (the three dots), and you'll see the Contacts tab there. If you want to keep it pinned 📌 to your sidebar, make sure to mark the pin so it's always within reach.

3

Add a contact

In the Contacts tab, click on the purple “+” button to add them.

4

Enter email and assign access

Simply type in or copy/paste their email into the window and assign them a level of access appropriate to their role.

5

Confirm invite

Click Confirm to send their invite ✉️

Permission Status

• Project Managers Can modify and archive release templates and documents, as well as view and deploy releases.

• Associates Cannot modify anything. They only can view and deploy releases.

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📩 Team Invites

Your team will receive an email from “[e-mail]” inviting them to your project.

• If they’re new to MEsuite, they’ll be invited to create a Profile by creating a password. Then they can accept your invitation to join your project.

• If they’re already in MEsuite, they’ll be invited to accept your invitation.

Once the invite has been sent, please have your team member check their email for the invite from “[e-mail].” If it’s not in the inbox within ~3 minutes, check the spam folder.

If your team member has already been invited to MEsuite previously but has not logged in, please let your customer success manager know as they might need to be manually reset.

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Done!

Let us know if you have any feedback at [e-mail]

-Team MEsuite.