You can invite new team members from Settings → Team.
Invite a team member
Go to settings
In the left sidebar, click Team.
Click + Invite (top right).
Fill out the invite form (name, role, offices, etc.).
Choose how they will log in:
Login via email
Login via username
Click Save to send the invite.
Login options explained
Login via email
The user will receive an email invitation.
They’ll follow the link in their email to set their password and finish joining.
Login via username
Kubo will generate a temporary password for the user.
Share the temporary password with them securely.
The user will be prompted to reset their password on their next login.
Troubleshooting
They didn’t receive the email invite
Ask them to check spam/junk and confirm the email address was entered correctly.
I don’t see the Invite button
You may not have permission to invite users. Ask a practice Admin/Owner to invite on your behalf.
Still need help?
If this didn’t solve your problem, reach out to us in chat or support and we’ll be happy to help.