Add your team

1. On civilstamp.com, open Team and click Add a person.
2. Enter their name and pick Admin, Office or Server. Add their email if you have it.
3. CivilStamp shows their code and link, like "Code for Pat Lee: 7KQ4 M2XP" and civilstamp.com/join/7KQ4M2XP. It shows them only this time. The code works once, for 7 days.
4. Click Email code to email them the link and the code, or Copy to paste both into a text.
5. They open the link, or enter the code in the CivilStamp app. See Join with a code.

The three roles

• Admin · Everything, including the team and billing
• Office · Every case, plus adding servers
• Server · Only the cases assigned to them

An Admin can add an Admin directly, or change someone's role on Team after they join. An Admin changes someone's name, phone, and title or registration with Edit details on their row.

Waiting to join

People you added are under Waiting until they join. Show the code makes a new code and link, and the old ones stop working. Edit invite changes their name, email, phone or role. A new email gets a new code. Cancel takes them off the list.

"Hasn't added a way to sign in" means they joined earlier with only a code. Their phone asks them to add a way to sign in.

Removed

People who left or were removed are under Removed, with the role they had. The agency keeps its cases, and they come off the person's phone. An Admin clicks Add back to return someone with that role. They sign in as before, with no new code. Office staff click Add again to add a server back with a new code.