If you are working with an EOS Implementer®, you can add them to your organization for free (You will not be charged for their license) by following the below steps!
- Click “Settings” and then the “Details” tab.
- In the “Details” section, click the search bar under “Select the EOS Implementer you are currently working with.”
- Find your EOS Implementer by typing their name or email address into the search bar and clicking their name to invite them to your organization. You can further manage their permissions on the “License” tab.
NOTE: If you would like your EOS Implementer to see any of your meetings or meeting items, you must add them as an attendee of that meeting. Additionally, you may need to update the visibility settings of your V/TO or Accountability Chart to ensure they can view it. Detailed instructions on how to do this can be found in the below articles.
Visibility Settings - Accountability Chart
Visibility Settings - V/TO