How to add a team member?

A team member is a user who can be added by anyone with admin access. A team member can: 

• See active providers (pending invitations are not visible)
• Create, edit, and share referral lists

To create a team member in your organization, login with your admin access and click on “Manage my team” on the left-hand side of the screen. Then, in the upper right-hand corner, click the “Add a team member” button:

Enter the team member’s first name, last name, and email address. Next, click “Add to team”.

You may add more than one person at a time by clicking, “+Add team member” under the first added line.

Once you click the “Add to team” button, the invitation email will be sent to the prospective team member. You will see a message on the team member’s record that reads, “Mail sent.”

If you need more assistance, feel free to reach out to our Support team at support@miresource.com.

Updated on: 07/11/2023