Inviting team member to join organisation
Here's a quick guide on how to invite a team member to join your organization on Simpu:
1. Navigate to Settings: Click on "Settings" located in the top navigation bar of Simpu.
2. Access People Section: From the left sidebar, select "People."
3. Invite by Email: In the "Invite by" text area, type in the email address of the team member you want to invite.
4. Select Role and Access: Choose the role for the team member (admin, guest, or member) from the dropdown menu. Additionally, check the apps you want the team member to have access to.
5. Send Invitation: Click on the "Invite" button. After a successful invite, a pop-up will appear confirming that the invitation has been sent, displaying a "Invite Sent" status.
By following these steps, you'll be able to easily invite team members to join your organization on Simpu.
Related Articles
How to invite people to join Simpu
Overview To facilitate interaction and collaboration within Simpu, team members need to be invited to join the platform. Inviting team members is a straightforward process that involves sending an invitation to the email address associated with the ...How to Invite a Team Member to Simpu
Overview To collaborate effectively on Simpu, you'll need to invite your team members. Follow these simple steps to add new members to your workspace. Steps: Access Your Profile: Locate your profile icon in the top right corner of your Simpu ...How to create a team workspace and how to add a member(s) to a workspace
Overview A Team is your workspace, which you can share with others. Depending on the structure of your organization, you can create as many teams as you like. You can, for example, build teams based on departments, such as a Sales team, a Support ...How to Create Sub-Accounts and Invite Team Members in Simpu as a Reseller
Introduction As a reseller on Simpu, you have the ability to create and manage sub-accounts for your clients. This feature allows you to expand your business by offering Simpu's services to multiple customers while maintaining control over their ...How to create and configure team inboxes
Overview An Organization team inbox is a designated area for classifying and organizing conversations. It can encompass multiple channels like email, Whatsapp, and more. Access to the team inbox and its shared conversations and associated tags and ...