Adding Team Members

Learn how to invite and add new members to your organization in Reps AI.

Overview

Adding team members to your organization allows them to access Reps AI and collaborate with your team. Team members are added through email invitations, and they'll need to accept the invitation to join your organization.

Prerequisites

Before adding team members:

• You must be an organization owner or administrator
• You must have available seats in your subscription (if applicable)
• You need the email address of the person you want to invite

Inviting a Team Member

To invite a new team member to your organization:

Once the invitation is sent, the recipient will receive an email with instructions to accept the invitation and join your organization.

After Sending an Invitation

• The invited person will receive an email notification
• They'll need to accept the invitation to join your organization
• Once accepted, they'll have access to your organization's Reps AI features
• The new member will appear in your team table

Important Notes

• Seat Requirements: Make sure you have available seats if your subscription has seat limits
• Role Assignment: New members are added with the "Member" role by default
• Organization Access: All team members share access to the organization's data and features
• Invitation Expiration: Invitations may expire if not accepted within a certain time period

Managing Team Members

After adding team members, you can:

• View all team members in the team table
• Assign or remove seats
• Update member roles (if you have admin permissions)
• View individual member performance and statistics

For more information, see the Managing Seats guide.