How to invite and set up team members

Step by step

1. 1

   From the main dashboard, click Manage to open the team members section. It lists your current team.

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2. 2

   Click Add new team member at the top left.

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3. 3

   In the invitation window, enter their full name and email address, then their phone number.

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4. 4

   Open the Role list to see the available roles.

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5. 5

   Not sure which role to pick? Click the information icon to see what each role can access, from managing contacts to creating events, then click Discard to go back to the form.

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6. 6

   Select the role that fits, for example Account manager, and click Invite. The new member appears in your list with the status Invited.

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7. 7

   Your colleague receives an invitation email and clicks Accept invitation.

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8. 8

   They agree to the terms and privacy policy, set their own password and confirm. Their account is now active.

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