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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

  1. Open Settings, then Team.
  2. Type their email address in the box at the top.
  3. Choose member or admin.
  4. Press Invite. They are added and get an email with a sign-in link.
  5. 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

  • There is no limit on how many people a workspace holds, and adding one costs nothing more. Only an owner or an admin can add them. 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.

Next

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