How Do I Invite a Teammate to My Organization?

How do I invite a teammate to my organization?

  • Sign into Ambiki. 
  • Click on the dropdown next to your practice name, on the top left hand of the dashboard. 
Click ‘Teammates’.
organization management




  • Click on the right side link ‘Invite Teammates’.

    invite teammates



  • Add teammates email and click 'Send an Invitation''.

    add teammates email and send invitation




  • The teammate will receive an email with an invitation link to join the organization. 
  • They will need to click ‘Accept invitation’ to join the organization. 
  • After they have accepted the email invitation, that teammate will be under ‘current teammates for you to manage permissions.

    email to accept invitation to organization



  • After they have accepted the email invitation, that teammate will be under ‘current teammates for you to manage permissions. 
 

*See ‘How do I manage permissions for a teammate?’.