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By the end you will have invited a teammate from Team with the right role. Who: Org Admin or Super Admin
Where: Settings → Team → /settings/team Invite Member dialog with name, email, password, and role

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Steps

1

Open Team

In the sidebar under Settings, open Team.
2

Invite Member

Click Invite Member. In Add Team Member, enter:
  • Full name
  • Email
  • Initial password (at least 10 characters)
  • Role — Consultant, Approver, or Org Admin
  • Manager (optional)
3

Create user

Click Create user. Share the email and temporary password with them securely.
4

Edit later if needed

Use the pencil on a row → Edit Team Member to change role, manager, or ADP file number, then Save Changes.
Finance and Super Admin are not assignable from this invite dialog. Super Admin is platform-only.