Reports/Anayltics
Contacts/Attendees
Financials
Events
General
Communication
Memberships/Sessions
Billing
Products
Marketing

Adding Team Members

Back to Knowledge Base

Add your staff to your Citrus Account so that they have access to registrations, payments, and contact and attendee information!

How to add your team members to Citrus

Adding Team Members

  1. Click Team
  2. Click Invite Teammates
  3. Add all staff members you wish to add
  4. Click Send Invites
  5. The staff members will receive an email asking them to join your workspace


You can add team members individually by email or import with a CSV.

Read our Latest Articles

Try Citrus for FREE!

Make an impact in your program and get started today for no costs
No strings attached!