Before Inviting Users
Make sure your account has available user seats.
To adjust seats:
Click your Profile icon (lower left of the app)
Select Member Account
Click View Membership Plans
Select Modify Plan
For detailed instructions and billing information, see:
Change or Manage Your Membership Plan
Inviting Users
Once you have available seats:
Go to Member Account → Users
Click Invite User
Enter the user’s name and email address
Click Send Invite
The invited user will receive an email invitation and will be prompted to:
Create their member profile
Set up login credentials
Once completed, they will have access to their own customized News and Intel dashboard within your team account.
User Status
On the Users page, you can track invitation status:
Invited — invitation sent, not yet accepted
Joined — user has accepted the invite and activated their account
Managing Users
To manage your team:
Go to Member Account → Users
From there, you can:
View all users
Resend invitations
Remove users
Removing a user frees up a seat for another team member.
Important Notes
You must have available seats before inviting users
Each user has their own personalized dashboard
User access and management are controlled by the account admin
Seat changes and billing are managed separately under Membership Plans
Need Help?
If you need assistance with user management or invitations, contact us through the chatbot. Our team is available to help.