Account
Team Invitation Guide for Firstsales.io

11min
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
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Updated 01 Dec 2024
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Troubleshooting