How to Invite Team Members to Utility Profit

Inviting team members to your platform ensures everyone has the access they need to collaborate effectively and manage utility set-up tasks seamlessly.

With the new ability to assign roles and permissions, you can maintain control over who can view, edit, or manage specific areas of the platform.

This guide walks you through the simple steps to invite team members and introduces you to permissions you can set to streamline your operations.

Easily access the "Invite Team Members" tool straight from your dashboard.

Click on "+ Add Member" in the Team Members settings page. Then enter your team members information and click "Send Invite".

Pro-tips when inviting a team member:

• Double check all information is accurate (spelling errors are common)

• Phone numbers need to be SMS Capable

As you fill in the information, you will be able to set permissions for your team member. To learn more about each permission check out our knowledge base articles below:

• How to Manage Team Member Permissions

• Team Member Permissions: Set Who can View Revenue Info

The invited team member will receive an email to finish setting up their account.

Read more here on how remove a team member from your Utility Profit platform.

If your team member has not received their invite email please do the following:

• Have the team member check their spam/junk folder

• Double-check the email address entered into your platform is correct

• If they are unable to find it please reach out to your point of contact using the chat widget in your platform or via email.