New member joining your team? Congratulations! 🎉

There are 2 ways you can add members to your team.

NOTE

Only users with Manager or Admin permissions can add a user from the team.

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Invite Using Team Settings Page

You can invite members to your team via your Team settings.

  1. To add a member to your team, use the side nav bar to click on Settings → Teams** under the Organization section.
  2. Select the “Team” you’d like to add a new member.
  3. Click the “Invite” button on the top right corner.
  4. From the invite pop-up, you can choose to either add a User, Manager, or Admin.

Members of the team are users who receive meetings. They can not edit team availability.

Members of the team are users who receive meetings. They can not edit team availability.

Admins are like Chuck Norris. They can do anything.

  1. To add a User, click the User tab and click on the ”Add Member” button. Then, enter their email address to invite them to this team. Click the ”Send Invite” button.
  1. To add a Manager, click the Manager tab and click on the ”Add Manager” button. Then, enter their email address to invite them to this team. Click the ”Send Invite” button.
  1. To add an Admin, click the Admin tab and click on the ”Add Admin” button. Then, enter their email address to invite them to this team. Click the ”Send Invite” button.

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Invite Using Invite Button From Top Nav

The second way to add members is via the “Invite user icon”.

You’ll see the invite icon on the top right corner near your profile picture and help button. This lets you invite users to RevenueHero and add them to a team in one go.

  1. Click on the “Invite user icon” in the top right corner, from whichever RevenueHero screen you are on.
  2. In the invite pop-up, enter their email address, choose the User role from the drop-down, and choose which team you would like to add them to.
  3. Click the ”Send Invite” button.

You can add multiple members to a team at the same time using both methods.

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