Inviting team members to Prospo
Inviting team members to Prospo
Go to Settings - Users to invite someone. Each person gets their own login and is added to your subscription. Only Org Admins can send invites.
How to invite someone
- Go to Settings and open the Users tab
- Click Invite User
- Enter their details and choose a role
- Click Send Invite
[SCREENSHOT]
They will get an email with a link to set their password and activate their account. The link is valid for 7 days.
What happens on their end
The invited person clicks the link, sets a password, and lands straight on the dashboard. No separate email verification needed.
Their password must be at least 8 characters and include an uppercase letter, a lowercase letter, a number, and a special character.
If the invitation email gets lost
As an admin, find the person in the Users tab and click the resend icon. The old link is cancelled and a new one is sent straight away.
As the invited person, there is a link on the Prospo login page to request a new invite using your email address.
Troubleshooting
No email received - ask them to check spam. If it is not there, resend from the Users tab.
"This invite link is invalid or has expired" - resend the invitation to generate a fresh link.
Can't see the Invite User button - you may have the User role. Contact your Org Admin.