---
title: Team Invitation Guide for Firstsales.io
slug: team-invitation-guide-for-firstsalesio
docTags: 
createdAt: 2024-12-01T19:27:55.894Z
---

## 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

1. Log into your FirstSales.io account
2. Navigate to "Settings" from the top navigation bar
3. Select "Team Members" from the settings menu

### Step 2: Send Invitations

1. Click the "Send Invite" button in the top-right corner
2. 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

1. Switch to the "Pending Invites" tab to track sent invitations
2. 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

1. Locate the team member in the list
2. Click the trash icon in the "Action" column
3. 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