Introduction 0:00 Hey, 0:00 are you using salesman as a team? 0:02 And you're looking for to invite your team members 0:05 here? 0:05 Julien, 0:06 in this video, 0:07 I will show you how to invite team members in your 0:10 team from SalesMind, 0:12 let me show you how. Accessing the Team Menu 0:13 So here I'm in the menu team, 0:17 and from this screen, 0:19 I can add my members 0:21 in this team named, 0:24 "New Team. 0:25 So I go in the member tab here, Adding New Members 0:29 and on the top right, 0:31 add new members. 0:32 And from here, 0:33 I'm actually able to invite new members. 0:37 So, 0:37 for example, 0:38 I type the email address of another account 0:42 I set up which role I want him to have. Assigning Roles & Permissions 0:46 For example, 0:48 the role admin only can delete list account or a, 0:53 campaign from this team. 0:55 So I put an admin, 0:57 I add member, 1:01 and now I see that it has been added there at the 1:05 bottom of the list, 1:06 and I can simply save. 1:09 And from here, 1:11 we can see that the invitation is pending. 1:14 And now let's wait for us to get the email, 1:18 and then I will show you. 1:20 How does it look. Inviting Users Without a SalesMind Account 1:21 Now, 1:21 you have invited this new team member. 1:24 What will happen if this person do not have a 1:28 SalesMind account? 1:30 He will be invited in this team, 1:32 and it will only see this team. 1:35 Now, 1:36 if this person already have a SalesMind, 1:39 1:39 account, 1:40 we will add this team to his account, 1:43 and he will be able to see what you have shared in 1:47 this team. 1:48 So once you invited your collaborator in your team, Invitation Email & Acceptance Process 1:53 they will get this email, 1:55 and from here, 1:56 they simply have to click on the accept invitation 2:01 button and they will be automatically added to your 2:05 team. 2:06 So here I got the link in the email and I'm just 2:10 pasting here 2:14 and 2:16 that's it. 2:17 The invitation has been accepted successfully. 2:20 So now I can see that this account Confirming Team Members in the Dashboard 2:25 has access to the new team and then I can see both 2:30 accounts that have been accepted and in the team. 2:34 I hope this video was helpful for you. 2:37 If you need further help, 2:38 feel free to let us know. 2:40 We have a chat in app and that help us to actually 2:44 help you better use SalesMind Thank you very much 2:47 and talk to you very soon.
