Inviting your team

Everyone in your office signs in with their own email. You choose the role when you invite them.

Steps

1. Scroll to Team on the products page.
2. Type a name and email and pick a role: admin runs the office with you, leader reads every number, rep sees their own.
3. Send. The invitation email carries a link that sets their password.
4. Remove someone from the same list. Their login stops on the spot.

Good to know

• An invitation lasts seven days. Send it again if it expires.
• Adding a rep here does not create their product accounts; the products do that. See Adding a rep to every product.