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
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)
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:- Go to Admin > Users
- Click Bulk Invite
- Download the CSV template
- Fill in the template with user details:
- Upload the completed CSV
- Review the preview — SalesOS highlights any issues (duplicate emails, invalid roles)
- Click Send All Invitations
CSV Field Reference
| Column | Required | Values |
|---|---|---|
email | Yes | Valid email address |
name | Yes | User’s full name |
role | Yes | admin, manager, or sales_rep |
team | No | Team name (must match an existing team) |
Managing Pending Invitations
The Users list shows all invitations and their status:| Status | Meaning |
|---|---|
| Pending | Invitation sent but not yet accepted |
| Accepted | User created their account and is active |
| Expired | Invitation 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)
Onboarding New Users
When a new user accepts their invitation, they go through:- Password creation — Set their login password (or SSO if configured)
- Profile setup — Add their name, photo, and phone
- Platform tour — An optional guided tour of the main features
- 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