Invite your team
Add a colleague by email and they get a sign-in link. They can pitch, prep calls and edit from day one.
How to do it
- Open Settings, then Team.
- Type their email address in the box at the top.
- Choose member or admin.
- Press Invite. They are added and get an email with a sign-in link.
- Beside each name you see whether they have joined. If the email never arrived, send it again with the invite link on their row.
Good to know
- Only an owner or an admin can add people. A member does all the sales work; an admin also manages people and settings.
- Only the owner can change roles or delete the workspace.
- Removing someone takes effect at once. There are no passwords: people sign in with Google or a link sent by email.
- An entry that starts with @ lets everyone at that domain sign in, and sends no email.