How to Invite a Team Member

You can invite team members to your Collect account, allowing them to collect documents and information from your clients.

To invite your team members, go to the settings menu by clicking on your name in the top right of the app (1) and then on Settings (2).



Select Team in the left-hand navigation bar, then fill out the form with the email and the name of your team member.



If your campaigns are private, don't forget to add your new team member if you want to share them with them.

Updated on: 26/11/2024