How to add new team members?

Adding new team members is quick and easy, helping to enhance collaboration and productivity. Follow the steps below to invite colleagues to your team.

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Overview

Inviting someone to your team allows them to access shared resources, chats, and campaigns. This guide will walk you through the process of inviting team members using our intuitive in-app modal.

Restrictions

Important: Only users with "Owner" status can invite new members to the team. If you do not have Owner privileges, you will not see the option to send invitations.

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Step-by-Step Guide (Team Owner)

1. Navigate to Your Team Members Page
From your dashboard, click your profile icon in the top right corner of the navigation menu, and select “Members”.
This will display a summary of your team members and available options.

2. Open the Invite Modal
Click the "+ Invite members" button to open the invite modal where you can add new team members.

3. Enter New Member Details
In the modal, type the email address of the person you wish to invite.
To invite multiple people, separate each email address with a comma.

4. Send the Invitation
Click the "Invite" button. A confirmation message will appear once the invite has been successfully sent.

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FAQs

Q: What should I do if the invite doesn’t work?
A: Double-check that the email address is correct and that the person hasn’t already been invited. If the issue persists, contact our support team for assistance.

Q: Can I resend an invitation?
A: Yes! If the invitation expires or isn't accepted, you can resend it directly from the team members page.

Q: How can I see who has been invited?
A: Your team members page will display both pending invitations and active team members, so you can easily track the status.

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By following these steps, you can quickly and efficiently add new team members, ensuring seamless collaboration across your projects.