Skip to main content

Sending invites

  1. Go to Settings → Team
  2. Click Invite member
  3. Enter the rep’s email address
  4. Click Send invite
The rep receives an email with a link to create their account and join your workspace. Invite links expire after 7 days.

Roles

Managing your team

From Settings → Team you can:
  • See all active members and pending invites
  • Resend invite emails
  • Remove members from the workspace
Removing a member does not cancel any active campaigns or sequences they started. Those continue running until manually stopped.