Invite your team and set roles
Invite teammates from Settings, choose whether each person is a member or an admin, and pick which modules they can use.
What you will learn
- Invite people
- Click Add user, enter a work email and send the invitation. It stays valid for seven days.
- Roles and modules
- Members do the daily sales work; admins can also manage the team and company settings. Untick any module a person shouldn't use.
- Manage invitations
- Revoke a pending invitation, or change someone's role later from the menu next to their name.
Getting started
5 lessonsApprox. 15 min
Your progress0%
Related articles
- Workspace settingsSet your workspace's name, logo and time zone, invite your team and choose what each person can open, pick a plan and track AI credits.
- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.
- Plans & pricingCompare PromptLab's Basic, Professional, and Business plans to find the right fit for your sales team. Basic and Professional include a 14-day free trial.