Inviting Employees to Your Business Account

As a Business Account owner or admin, you can invite employees to join your account.

Invitation Methods

Individual Email Invitation

1. Go to Account Settings > Members
2. Click "Invite Member"
3. Enter the employee's email address
4. Select their role (Member or Admin)
5. Send invitation

Domain-Based Invitation

If you've set up a domain:

• Employees with matching domain emails can automatically request access
• You'll receive notifications for access requests
• Approve or reject requests as needed

Roles

Owner

• Full account control
• Can add/remove members
• Can change account settings
• Can delete the account

Admin

• Can add/remove members
• Can manage access requests
• Cannot delete the account
• Cannot change account ownership

Member

• Can view and manage contacts
• Can create opportunities
• Cannot invite members
• Cannot change account settings

Invitation Process

1. Send Invitation: Employee receives email invitation
2. Accept Invitation: Employee clicks link and signs up (if needed)
3. Access Granted: Employee can now access the account

Managing Invitations

• View pending invitations in Account Settings
• Resend invitations if needed
• Revoke invitations if necessary

Best Practices

• Only invite employees who need access
• Use appropriate roles (don't make everyone an admin)
• Regularly review account members
• Remove access when employees leave