Team Invitation Guide for Firstsales.io
11 min
Overview
This guide explains how to invite and manage team members in your FirstSales.io workspace. Adding team members allows for collaborative work while maintaining appropriate access controls.
Prerequisites
- An active FirstSales.io account
- Owner or admin privileges in your workspace
- Valid email addresses for team members you wish to invite
- Understanding of desired access levels (Owner/Editor)
Inviting New Team Members
Step 1: Access Team Members Section
- Log into your FirstSales.io account
- Navigate to "Settings" from the top navigation bar
- Select "Team Members" from the settings menu
Step 2: Send Invitations
- Click the "Send Invite" button in the top-right corner
- In the "Invite Member" popup window:
- Enter the team member's email address in the "Enter email" field
- Click "Send Invite" to proceed, or "Cancel" to abort
Step 3: Monitor Invitation Status
- Switch to the "Pending Invites" tab to track sent invitations
- Invited members will appear in the list once they accept
Managing Team Members
Viewing Current Team
- All active team members are listed in the "Team Members" tab
- Each entry shows:
- Email address
- User type (Owner/Editor)
- Action options
Access Levels
- Owner: Full administrative control (limited to one per workspace)
- Editor: Can manage campaigns and contacts, but cannot modify workspace settings
Removing Team Members
- Locate the team member in the list
- Click the trash icon in the "Action" column
- Confirm the removal when prompted
Best Practices
- Regularly review team member access levels
- Remove access for departed team members promptly
- Use business email addresses when possible
- Brief new team members on workspace protocols before sending invites
Troubleshooting
- If invites aren't received, check spam folders
- Verify email addresses are entered correctly
- Ensure invitee doesn't already have an active account
- Contact support if persistent issues occur