Inviting team members allows other users to access your Dealtree workspace and collaborate on account intelligence, org chart generation, buying committee mapping, and action planning. This is useful when multiple people from your sales, RevOps, founder, consulting, or agency team need to work on the same accounts.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
Pre-conditions
Before inviting a team member, make sure you have:- Logged in to your Dealtree workspace
- Access to the Team section from the sidebar
- Permission to invite users
- At least one available seat in your current plan
- The email address of the person you want to invite
Steps to Invite a Team Member
Step 1: Go to Team
From the left sidebar, click Team. This will open the Team Dashboard.Step 2: Check Available Seats
Before sending an invitation, check how many seats are available in your workspace. If all seats are already used, you may need to remove an existing team member, upgrade your plan, or purchase additional seats before inviting someone new.Step 3: Click Invite Member
Click the Invite Member button. This will open the team invitation form.Step 4: Enter the Team Member’s Email
Enter the email address of the person you want to invite. Make sure the email address is correct so the invitation reaches the right person.Step 5: Send the Invitation
Click Send Invitation to invite the team member. The invited user will receive an email invitation to join your Dealtree workspace.Step 6: Wait for the User to Accept
After the invitation is sent, the team member may appear with a pending status until they accept the invite. Once they accept, their status will update and they will be able to access the workspace based on their assigned role.Important Notes
- You can only invite users if you have available seats in your plan.
- Use the correct work email for the person you want to invite.
- Pending invitations may still count toward seat usage, depending on your workspace setup.
- Only invite users who need access to your account intelligence workspace.
- Review your team list regularly to keep access clean and secure.