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Global Marketing Strategies

How to invite a user to your team [Video]

You can invite new users and manage their SendPulse access rights. This will help increase project collaboration efficiency and enhance team cooperation.

In this article, we will overview how to invite a user to your team.

Go to Account settings > Team. Click Invite a new user.

Enter an email address

Add your email address and click Continue.

Required verification steps vary based on whether invited users have a SendPulse account. Read more: How to accept an invitation.

Select a role

Select access options from the list of standard or custom roles.

To see a complete list of user role permissions and restrictions, refer to the article: How to distribute standard user roles’ access rights.

Select accessible elements

You cannot edit role access rights when inviting a user, but you can select specific elements they can access in the following sections:

You can always give or remove users’ access to …

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