Managing your team inside AutoNotes is simple, whether you're adding new members or removing users who no longer need access.
To get started, click the Settings (gear) icon in your dashboard. Then, select the Members tab to view everyone currently connected to your organization.
To add a new member, click Invite and fill in the necessary information, such as their name, email, and role. Once completed, they’ll receive an invitation to join your workspace.
If you need to remove a member, click the Action icon next to their name and select Delete. A confirmation prompt will appear—just click Confirm to finalize the removal.
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