Adding a member
To invite members to your account, go to your Settings > Members to send an email invite. You can invite multiple members at once.
Be sure to integrate with your CRM before you invite members! If integrated with your CRM add members with absolute confidence because we'll search for the user's email on your CRM.
Members who are registered will appear under the "Active" tab on the Members page and users who haven't confirmed their accounts will appear under the "Pending" tab. You can also edit, resend or revoke an invite from the pending tab.
Removing a member
If you're on an annual plan, you've most likely paid for a user seat for the term of your subscription. If you need to remove or replace the member's email address from your account, contact our support team and we can help you make those changes. If you need to remove a member seat from your account, you can do it from your admin dashboard.
Go to your Settings > Members and locate the member you want to remove. On the right side of your member's name, you'll find more options. Click on more options to Delete Member.
After you select delete member, you'll be prompted to confirm the member removal and reassign any previous conversations and contacts to yourself or another member on your team.
Once you have removed the member from your account successfully, they will no longer have access to your account.
Frequently Asked Questions
How do I change a member's email address?
If you're the admin of the account and you're looking to replace a member seat, contact our support team to assist you in updating the new member's email address.
What if I have an annual plan and already paid for a user seat up front?
Regardless of what plan you're on when you add a member you've permanently added a "seat" for any member of your Organization. When you remove a member, you'll select if you want to also remove the seat. If you keep the Seat, you can replace that member with a new one for no additional charge.
Need Help? ✋🏻
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