Team members
Invite teammates to your ShowPilot organization, and remove people who no longer need access.
Give each teammate their own ShowPilot login in your organization, so the leads and meetings routed to them reach the right person. You manage who's in it from Settings → User Management.
This article covers inviting teammates, seeing who's in, and removing people who've left.
Before you start
- An admin role in ShowPilot to invite and remove people.
How do you invite teammates?
Open User Management
Go to Settings → User Management and select Invite member.
Add their email addresses
Enter one or more addresses in Email addresses, separated by commas, spaces or new lines. Any address that doesn't look valid is listed so you can fix it.
Send the invites
Select Send invite. Each person gets an email invitation to join your organization.
How do you see who's in?
| Tab | What it lists |
|---|---|
| Members | Everyone in the organization, with the date they joined |
| Invitations | Invitations that haven't been accepted yet |
To cancel an invitation, open Invitations and select Revoke next to it.
How do you remove someone?
On the Members tab, select the bin icon next to the person and confirm with Remove. They lose access to the organization immediately. You can't remove yourself.
Test it
An invite has worked when the person moves from pending to member:
- After you send an invite, open the Invitations tab. The address is listed.
- Once the person accepts, they move to the Members tab.
Troubleshooting
| Issue | What to check |
|---|---|
| An address is listed as not valid | Fix the address, then send again. |
| You can't invite or remove people | You need an admin role in ShowPilot. |
Frequently asked questions
Can I invite several people at once?
Yes. Enter several addresses in Email addresses, separated by commas, spaces or new lines.
What happens when I remove someone?
They lose access to the organization immediately.
Does a new rep need to do anything after joining?
Yes. Reps connect their own calendar and mailbox after they join. See Connect your email and calendar.