In Livespace, you can add or invite new users. Below we describe how to invite your colleagues into CRM and quickly check the status of the invitations sent.

Sending out invitations in CRM

In order to invite your coworkers:

  1. Go to Account settings > Users and choose the Invite users button in the right upper corner.
  2. Enter your colleague’s email address or multiple addresses if you want to invite several people at once (using the ”+” button you can add any number of emails).
    At this stage, you can decide what permissions every invited user will have. Then press Send.
  3. You can check the status of invitations you have sent in the Account Settings > Users > Invitations.

Worth knowing

If you use Livespace on a contract basis, remember that after adding new users and increasing the number of seats you need to send the data to update. You can do it in the Payments tab by checking the box I confirm that I want to change the number of seats for recurring settlements under the contract and press  Send to update.

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