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Team

Description

Invite and view all of the members of your group.

Explanation

Collaboration is a big part of the platform so we have added a dedicated view for all of the members of your team.

Are there any restrictions on who I can invite?

Our only requirement is that it must be a business address.

What does a user invite email look like?

The invite will be branded using your network's color and logo. The body text is customizable.

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Are there profiles for individual users?

Absolutely.Β To view any user's profile just click their name on the table. You will be able to see the following information:

  • A profile photo uploaded by them
  • Their full name
  • Their title
  • Email Button: opens the email address of the user in your preferred client
  • Activity Feed: every action this person has taken on the platform

Guide

Invite a person to your team

Navigate to the Team page and click the Invite button

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Enter a valid business email address. If you need to invite multiple members, just enter their comma-separated emails in the box and select Add. If needed, edit the email body text below. Click Submit. Their account will be created after they accept the invitation.

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Manual Account Creation (admin users only)

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Administrators of all levels now have the ability to manually create accounts and set an invited users' permission level.

To access these controls you will need to invite a user from Settings in the Users tab. Permission controls have also been extended to the existing Invite modal which is accessible from Settings, Quick Actions, and the Team tab.

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