> ## 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

> Invite team members to SalesOS — individual invites, bulk imports, and managing pending invitations.

# 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

<Steps>
  <Step title="Go to Admin > Users">
    Open the Admin panel and click **Users** in the sidebar.
  </Step>

  <Step title="Click Invite User">
    Click the **Invite User** button in the top-right corner.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Send the invitation">
    Click **Send Invite**. The user receives an email with a link to create their account and set a password.
  </Step>
</Steps>

<Note>
  Invitation links expire after 7 days. If a user does not accept in time, you can resend the invitation from the Users list.
</Note>

## 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:

```csv theme={null}
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
```

5. Upload the completed CSV
6. Review the preview — SalesOS highlights any issues (duplicate emails, invalid roles)
7. 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) |

<Warning>
  Each invitation counts toward your plan's user limit. Check your current plan in **Admin > Billing** before sending bulk invites.
</Warning>

## 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)

<Tip>
  Deactivating is safer than deleting. A deactivated user's data is preserved and the account can be reactivated later. Deletion is permanent.
</Tip>

## 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](/user-guide/getting-started) with new users
* Assign a buddy from the team to help new members

## Next Steps

<CardGroup cols={2}>
  <Card title="Permissions" icon="shield-halved" href="/admin/users/permissions">
    Configure what each role can do
  </Card>

  <Card title="Teams" icon="people-group" href="/admin/users/teams">
    Organize users into teams
  </Card>
</CardGroup>