Although any team member can invite a non-team member to collaborate on an individual deal, only organization admins can add new team members. You can also promote a team member to be an admin, or disable an account.
To access, select Setup from the navigation bar. User Management is the default tab.
Invite team members
Warning: Do not use the Invite User button for users who should be non-team members. Instead, use the Invite New button on a specific deal.
Because team members have wide access to your system, Activate does not grant membership based on the email address domain. Instead, an admin must explicitly invite each person to join as a team member.
When viewing Team Members, the Invite User button is available. Click the button and enter the user’s name and email address. They will receive an email invitation to sign up for Activate. Once they create an account, they will be a team member. The invited user may edit their name, but not their email address. Invitations expire after 48 hours.
Manage non-team members
Select Non-Team Members to see a list of users your org has invited to collaborate with. This view provides some additional details: you can see which team member invited them, the date they joined, and the deals they are members of.
There are three states a user might have in the Status column.
Invited: An email was sent, but the user has not registered. Re-invite to send another email.
Active: The normal state.
Disabled: The user’s account is deactivated, and they cannot login. They have been removed from all tasks or deals they were a member of.
To change a user’s status, click the menu button in the Actions column. If that user is a team member, you can also grant or revoke the Admin role.