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How to invite new users to your team?

How to invite new users to your team.

Mav avatar
Written by Mav
Updated over 3 weeks ago

Need to add new team members to your Salesfinity workspace? Whether you're onboarding a new SDR or expanding your team, inviting users is quick and easy.


🛠️ Step-by-Step: How to Invite a Team Member

  1. Navigate to Settings > People

  2. Click the “Invite people” button at the top right

  3. In the Invite team member form:

    • Enter the user’s email address

    • Select the appropriate license type (e.g., Enterprise)

  4. Click Send Invite


🔐 License Availability

Before inviting someone, make sure you have available licenses.

  • The top of the invite screen shows how many licenses are free

  • If you’re out of licenses, you’ll see a prompt to contact Sales

✅ In this example: 4 Enterprise licenses are available


🚀 What Happens After Sending the Invite?

  • The invited user receives an email to join your Salesfinity workspace

  • Once they accept, they’ll appear in your People tab

  • You can then configure their:

    • Role

    • Parallel dialing limit

    • Call recording preferences

    • Team assignments

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