Manage Users

Open Organization Management from the sidebar.

Invite A Teammate

Open Organization Management

Under Administration, select Organization Management.

Select Invite Member

Select Invite Member in the page header.

Enter the invitation

In the Invite Team Member dialog, enter the teammate’s email and choose a Role.

Send the invitation

Select Send Invite.

The available roles include Admin and Sales Rep. Pending invitations appear in the Pending Invitations section.

Use Search by name or email and the role filter. The role options are All Roles, Admin, and Sales Rep.

Open the row action menu for a member to review the role and account actions available to you. Pending invitations can be revoked from their row.

Organization management is administrator-only. Seat limits and workspace policy can affect invitations.