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Invite your team

Add the people who work with you, each with the right role.

Updated 5 steps

Before you startIf you do not see Add someone, ask your workspace owner or an admin.

Steps

  1. Open Settings, then Team, then Add someone.
  2. Under Invite by email, enter their email and pick a Role.
  3. Choose Send invitation.
  4. Or, under Create their login directly, create the login yourself: they are emailed a one-time link to choose their password.
  5. If the invitation email does not arrive, use Send again or Copy link on it.

What you will see

They appear under People once they accept. Each person chooses their own password, and nobody else sees it.

The Add someone tab under Settings, Team: Invite by email with an email and a role, and Create their login directly.
The Add someone tab under Settings, Team: Invite by email with an email and a role, and Create their login directly.

Good to know

  • Owner: everything, including other owners. Admin: manage the team, campaigns and settings. Member: build campaigns, work the inbox and contacts. Viewer: read-only.
Sign in, or reset your passwordAccount and securityTurn on two-step sign-inAccount and securityGive a client access to their dashboardFor agency teams
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Still stuck?Contact support at info@bluetier.ai and the BlueTier team will help.

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