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Invite User(s) to SalesAi

Learn how to invite new users. This guide will walk you through the process of sending invitations and monitoring their pending status.

Scroll through the images/steps below to invite another user to your space. 

 

Not a visual learner? No worries! Read through the step-by-step instructions below. 

Steps
  1. Click the Settings Gear next to your name and select Settings.
  2. Navigate to the Manage Users tab.
  3. Click Invite User in the upper-right corner.
  4. Enter the user's email address.
  5. Select a role:
    • User – Can edit personal settings.
    • Manager – Can invite users and manage global settings.
  6. Click Send Invite.
  7. A confirmation message will appear indicating the invitation was sent successfully.
  8. To track the invitation, click the Pending Users tab.
  9. Verify the invited user appears with a Pending status.
Important

An invitation email will be sent to the address provided. The user must accept the invitation and create a password before they can access SalesAi.