Invite your team
Owners and admins invite teammates by email from Team Members. Each person who joins uses a seat.
Updated
- Web
- Open Settings (at the bottom of the left sidebar, or from your avatar menu) and click Team Members.
- Click Add Team Member.
- Enter their Email Address and click Send Invitation.
If every seat is taken, TopReach opens Add Team Seats first. Choose how many seats to add and click Purchase & Continue. The charge is prorated for the rest of the billing period.
Everyone joins as a Member. Change their role after they join: see Roles and permissions.
What your teammate does
They open the invitation link, enter their name, phone number and a password (at least 8 characters, with an uppercase letter, a lowercase letter, a number and a symbol), and click Join Team Now. People who already have a TopReach account click Accept Invitation.
Pending invitations
On Team Members, click View pending to see invitations nobody has accepted yet. Owners and admins can click Cancel Invitation.
Suspend or remove someone
- Suspend Account blocks their access without deleting anything. Re-activate Account turns it back on.
- To remove someone, open them from Team Members and, under Danger Zone, click Delete Member. Choose who to Transfer data to and click Delete & Transfer Data. Their records move to that person.
Still stuck?
Email the TopReach team and we'll help. support@gettopreach.com