As a plan manager, how do I assign a seat?

Follow the steps below to assign a seat on your team:

  • Log in to your Reforge account.
  • Navigate to the Team Members page.
  • Click the Manage Invites button. You can either add the email address(es) of the members you want to join your team in the Add New Users section and click Send Invites, or copy the Share Invite Link by clicking the Copy Link button and sending the link directly to your team members.
Invite Modal
  • Success! An email is then sent to your team member who can then accept your invite. Please make sure they click the link in that email rather than log in directly.