Team Management

Overview

Add users, assign permissions, and manage team member access in your SalesBlink workspace.

Prerequisites

• Admin or Owner role in SalesBlink
• Email addresses of team members to invite

Add a Team Member

1. Click your Profile icon in the top-right corner.

1. Click your Name in the dropdown.

1. Click Users in the Left Sidebar.

1. Click Add User.

1. Enter the Email Address.
2. Select Permission (Admin, Developer, Client, or User).
3. Click Send Invite.

The user will receive an invite email. Once accepted, they can access your SalesBlink workspace.

Remove a Team Member

1. In Users, find the team member.
2. Click the Trash icon next to their name.

Edit Team Member Details

1. In Users, find the team member.
2. Click the Edit (pencil) icon.
3. Update the Email Address or Permission.
4. Click Save.

Note: If you change the email address, the user must log in with the new email address going forward.