How to Invite a Team Member

It's pretty easy to invite team members to your SalesRobot account. To add new users to your team, follow the below step-by-step process:

Access Admin Settings:
On the dashboard, access Settings -> Admin Settings.

Initiate the Invitation:
Click the "Invite New User" button.



Enter User Details:
First Name, Last Name and Email ID of the new team member.
Assign a Role to the user from the ones available.




Send Invite:
Click on "Send Invite" to send an invitation to the email address provided.

Get Invite Status:
On acceptance of his/her invitation, the user's status turns to "Active" in the Manage Team tab.



In case of non-acceptance by the user, his/her status would appear as "Invite Not Accepted."



In this way, you can easily onboard new users and track the status of their invitation in case any issues arise.

Updated on: 05/08/2024