How to invite a user to your team
You can invite new users and manage their SendPulse access rights. This will help increase project collaboration efficiency and enhance team cooperation.
In this article, we will overview how to invite a user to your team.
How to send an invitation
Go to Account settings > Team. Click Invite a new user.
Enter an email address
Add your email address and click Continue.
Required verification steps vary based on whether invited users have a SendPulse account. Read more: How to accept an invitation.
Select a role
Select access options from the list of standard or custom roles.
To see a complete list of user role permissions and restrictions, refer to the article: How to distribute standard user roles' access rights.
Select accessible elements
You cannot edit role access rights when inviting a user, but you can select specific elements they can access in the following sections:
Email > Mailing lists | Select All mailing lists or specific mailing lists you provide access to. |
Chatbots | Select All chatbots or specific chatbots you provide access to. |
CRM > Pipelines | Select All pipelines or specific pipelines you provide access to. |
CRM > Task boards | Select All boards or specific boards you provide access to. |
Web push notifications > Added websites | Select All websites or specific websites with web push notifications installed. |
EDU > Courses | The Courses section limits the number of invited users based on your pricing plan.
Select All courses or specific courses you provide access to. |
You can always give or remove users’ access to specific elements or assign a different role to them.
Send an invitation
Once you fill in all the fields, click Send an invitation.
If you have filled in all the fields, your invitation will be sent to the user.
How to accept an invitation
The user will receive an invitation email to the email address they provided.
In an existing SendPulse account
The user will receive an email with an invitation to join your team. To accept your invitation, they must follow the link, which will redirect them to their account.
In Account settings > Team, they must click Accept next to your team.
In a new SendPulse account
The user will receive an email inviting them to create a SendPulse account. They must follow the link, fill out the form, come up with a password, and log in to their account.
Invitation links are valid for 72 hours. If an invited user did not create a SendPulse account during this time, you can resend your email.
In Account settings > Team, the user must click Accept next to your team.
Afterward, the user will be able to switch between teams directly from their account.
Last Updated: 03.10.2024
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