Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Inviting Users

Add team members to your SalesOS workspace by sending email invitations. You can invite users one at a time or in bulk.

​
Individual Invites

1

Go to Admin > Users

Open the Admin panel and click Users in the sidebar.
2

Click Invite User

Click the Invite User button in the top-right corner.
3

Fill in the invitation form

Enter the following:
  • Email — The user’s email address (they will receive an invitation link here)
  • Name — The user’s full name
  • Role — Select a role: Admin, Manager, or Sales Rep
  • Team — Assign to a team (optional, can be done later)
4

Send the invitation

Click Send Invite. The user receives an email with a link to create their account and set a password.
Invitation links expire after 7 days. If a user does not accept in time, you can resend the invitation from the Users list.

​
Bulk Invites

To invite multiple users at once:
  1. Go to Admin > Users
  2. Click Bulk Invite
  3. Download the CSV template
  4. Fill in the template with user details:
email,name,role,team
john@company.com,John Smith,sales_rep,Enterprise
sarah@company.com,Sarah Jones,manager,SMB
mike@company.com,Mike Brown,sales_rep,Enterprise
  1. Upload the completed CSV
  2. Review the preview — SalesOS highlights any issues (duplicate emails, invalid roles)
  3. Click Send All Invitations

​
CSV Field Reference

ColumnRequiredValues
emailYesValid email address
nameYesUser’s full name
roleYesadmin, manager, or sales_rep
teamNoTeam name (must match an existing team)
Each invitation counts toward your plan’s user limit. Check your current plan in Admin > Billing before sending bulk invites.

​
Managing Pending Invitations

The Users list shows all invitations and their status:
StatusMeaning
PendingInvitation sent but not yet accepted
AcceptedUser created their account and is active
ExpiredInvitation expired after 7 days without acceptance

​
Actions on Pending Invitations

  • Resend — Send the invitation email again (resets the 7-day timer)
  • Revoke — Cancel the invitation before it is accepted
  • Edit — Change the role or team assignment before the user accepts

​
Managing Active Users

Once users accept their invitation, you can manage their accounts:
  • Change role — Promote or adjust a user’s role
  • Change team — Reassign to a different team
  • Deactivate — Temporarily disable access without deleting the account
  • Delete — Permanently remove the user (their deals and leads can be reassigned)
Deactivating is safer than deleting. A deactivated user’s data is preserved and the account can be reactivated later. Deletion is permanent.

​
Onboarding New Users

When a new user accepts their invitation, they go through:
  1. Password creation — Set their login password (or SSO if configured)
  2. Profile setup — Add their name, photo, and phone
  3. Platform tour — An optional guided tour of the main features
  4. Dashboard — Land on their home dashboard

​
Tips for Smooth Onboarding

  • Send invitations in batches so you can support each group
  • Prepare a welcome message in the #general chat channel
  • Create a “Getting Started” challenge to motivate first actions
  • Share the Getting Started guide with new users
  • Assign a buddy from the team to help new members

​
Next Steps

Permissions

Configure what each role can do

Teams

Organize users into teams