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4 min readBasicAdmin

Inviting team members

Invite reps and managers — several at once — and track invites not yet opened.

Steps

  1. 01

    Open it

    Control panel›Users›Invite people

    Control panel → Users → Invite people.

  2. 02

    Type addresses and pick a role

    In Email addresses type addresses (Enter or comma after each — paste a list too).
    Under What will they do? pick a role. See Roles & permissions.

  3. 03

    Send

    Click Send N invites. Per address: Email sent · Share the link · Not sent.

    Tip: "Share the link" — copy it and send via WhatsApp. Each invitee picks their own password.
  4. 04

    Track invites

    Pending invites: Resend (kills the old link) · Cancel invite. Expires soon = resend.

Questions

"All seats are taken".

Your plan caps users. Disable someone who left (frees a seat) or contact support.

Does the user need a phone number?

Yes — required: it's how calls with leads are told apart from internal calls.