Inviting coworkers to CRM

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.

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