Sending and growing
Invite your team
Each person gets their own login, so everyone can reply to customers and you can see who did what.
Step 1: Choose the right role
Agent: replies to customers in the inbox. Can't send campaigns or see billing. Admin: everything except billing and removing the owner. Owner: everything, including Plan and billing.
Agent, Admin or Owner Step 2: How many people your plan includes
Starter 2 people, Growth 5 people, Pro 15 people, counting you, admins, agents and invites that are still waiting. Assigning chats and private notes are on Growth and Pro, and in the free trial.
Team places on each plan Step 3: Send the invite
Go to Settings → Team members → Invite member. Type their email, choose Agent or Admin, and click Send invite. Only owners and admins can invite.
Invite member: email and role Step 4: They join with their own password
They get an email with a Join the team button. The link works once, for 7 days. They set their own password, or log in if they already use Sendmint. Until then you can Resend the invite (with a new link) or Cancel it.
The invite email Step 5: Remove someone who left
In Settings → Team members, click Remove and type their email to confirm. They are logged out everywhere at once, and their chats are unassigned.
Type their email to remove them
Common problems
The invite email didn't arrive
Ask them to check spam, then click Resend. Resend sends a new link.
I can't invite more people
Your plan's places are used, including invites still waiting. Cancel an old invite, or the owner can choose a bigger plan in Settings → Plan and billing.
Still stuck? Book a free setup call and we'll set up your team with you.
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