Invite users

Both products

What you'll achieve

Every team member has an active account in the workspace.

Before you start

• Permission workspacePermissions.create (by default Owner and Admin).
• First name, last name, phone, email and role of each person.

Step by step

1. Open Settings → Team (or user menu → Team) and go to the Members tab.
2. Click Invite member.
3. Choose New user (or Existing user if they already have a Growtek account).
4. Fill in first names, last names, phone and email.
5. Choose the Role in this workspace.
6. If they will receive leads or tickets, turn on This user will have assignment rules and fill them in (see Configure teams and assignment).
7. Click Send invitation.

The person receives an email to create their password; the link is valid for 7 days. Then they sign in at app.growtek.io with their email (see Sign in).

How to verify

• The person shows as Pending until they activate their account, and then as Active.
• In the assistant, Team shows as ready when there is more than one active user and no unaccepted invitations.

If something goes wrong

• The email did not arrive: have them check spam and click Resend invitation in More actions.
• The link expired: Resend invitation.
• They sign in and it says "You don't have access": the account was not linked to the workspace; check that they appear in Members as Active.