Invite your team

Send invites, choose roles, and what invitees see.

Open Team in the portal. Under Invite someone, enter the person's work email, pick a role and, for reps, a territory, then choose Invite.

Roles

• Field rep: uses the iPhone app for their own accounts.
• Manager: sees their reps' accounts and activity, in the app and the portal.
• Admin: manages the team, products, territories, branding and billing.

The invite email comes from your company's name, with your logo. The link opens a page where they create a login with the invited email. Reps are then pointed to the app on the App Store; managers and admins go to the portal. Invite emails link to the App Store too.

If an email doesn't arrive, choose Resend, or Copy link and send it yourself. Anyone who signs in with an invited email joins straight away, so no code is needed.

Each person uses a seat on your plan. Admins don't count toward user seats.