10. Inviting colleagues to become Team Members

To get started with sending invites, you should go to the Teams page and select Manage next to the team that you wish to send invites for, there you will see the following options:

• Add yourself to the team. Clicking this will add you as a Team Member and issue one of the licenses to you, you may not want to do this, but the option is available to you if you don’t already have a license and you wish to have one. For more information scroll down to chapter 12. Adding yourself to your team.

• The Send Invite option (found underneath Invite Team Member) allows you to invite a Team Member by entering their email address. To send an invite, click in the Email address field, enter the email address of the invitee and click Send Invite.

You will notice that because none of the licenses have been allocated yet, the license allocation is showing as 0.

Manage your team

When you enter the email address and click Send Invite, an account is now created for the invitee (unless they have already created one through a  Free Trial), and you will see notification that the invitee has been sent an invite email. 

User invited message

In the example below, 3 licenses have been purchased and the Team Owner has sent 1 invite. The invite has yet to be accepted and the status is showing as Pending.

You can see that because 1 of these licenses has now been allocated, the license allocation is 1/3.

If you have sent the invite to the wrong person, you have the option to Cancel invite.

User invite pending

Once the colleague has accepted their invite, the status will change from Pending to Team Member or the Team Members Name.