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 click on the Invite members button.
You can invite multiple users at once to your Collect workspace.
In the email addresses field, enter one user per line.
You can simply type the email address (e.g., jane@example.com), or include a name like:
John Doe <john.doe@example.com>
When you use the name and email format:
Collect will automatically extract the email address.
It will also assign "John" as the first name and "Doe" as the last name.
If you’re working with private campaigns, make sure to manually add your new team members to those specific campaigns. They won’t have access by default unless shared with them.
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 click on the Invite members button.
You can invite multiple users at once to your Collect workspace.
Here’s how:
In the email addresses field, enter one user per line.
You can simply type the email address (e.g., jane@example.com), or include a name like:
John Doe <john.doe@example.com>
When you use the name and email format:
Collect will automatically extract the email address.
It will also assign "John" as the first name and "Doe" as the last name.
If you’re working with private campaigns, make sure to manually add your new team members to those specific campaigns. They won’t have access by default unless shared with them.
Updated on: 01/04/2025
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