Invite a member
Invite teammates to your organization so they can manage leads and share their own referral links. You need the Create userspermission (owners have it).
- Open the Team page's People tab.
- In Invite a member, enter the member's email.
- Tick the roles to assign (see Roles & permissions).
- Click Invite.
A shareable invitation link is generated. Copy it, or share it on WhatsApp using the button next to it.
Pending invitations
The Pending invitations section lists invitations that haven't been accepted yet, the roles they grant, and when they expire. You can cancel a pending invitation, which makes its link invalid.
Joining via an invitation link
When someone opens an invitation link they can either:
- Create an account — they set a password (at least 10 characters) and accept the invitation, joining your organization with the assigned roles.
- Sign in — if they already have an account (with the invited email), they sign in and accept.
Accepted members appear on the Team page and can switch into your organization using the organization switcher.
Managing members
On the Team page's People tab you can:
- Edit roles — change which roles a member holds (with the Manage roles permission).
- Reset password — set a new password for a member who's locked out (at least 10 characters; with the Reset passwords permission).
Every member has their own referral code, shown on the Team page.