Invite a team member

You invite a person by email from Settings › My team. Only the Owner, the Administrator and the Manager can, and only in a team account. This tab doesn’t exist in an independent account.

A Manager can only give the Sales role. The Owner and the Administrator choose between Sales, Manager and Administrator.

Steps

1. Open Settings › My team.

2. In Email, enter the person’s address.

3. In Role, choose their role.

4. Select Send invitation.

Invitation sent! appears. The person receives an email, and their address appears in Pending invitations marked Invitation pending, until and the date. An invitation stays valid for 7 days.

To invite a list of addresses at once, open Invite several sales reps, just below.

If it doesn’t work

“This person already has a pending invitation.” Look for the address in Pending invitations and select Resend. An expired invitation is sent again with Send again.

“This person is already part of your organization.” Nothing to do: they already have an account.

“Your organization has reached the maximum number of pending invitations. Cancel the ones you no longer need, then try again.” Select Cancel on the invitations you don’t need. The space accepts up to 5,000 pending invitations.