Inviting team members to your workspace is a great way to collaborate and reach your sales goals.
Each added member counts toward your subscription, and billing will adjust based on the number of users who accept the invitation.
Learn more about your plan.
IMPORTANT: Only specific members with assigned roles can invite team members.
There are Four Ways you can Invite Team Members:
A. From the onboarding process (when you first created the workspace)
Add the team member’s first name, last name, email address, and role.
Tip: You can add custom roles to your workspace. If needed, create them before registering new members.
Learn more about member roles in your workspace.
B. From the "Plan" tab
Click on your profile picture or navigate to the sidebar menu and select “Plan.” Add the team member’s email and choose their role.
C. From "Team Management" menu
1. Scroll through the sidebar to the “Members” module and click on “Team Management”
2. Click the “+ New” button
3. Click “New Member”
4. Enter the member’s information and click “Next”
5. Select a role
By default, Osmos provides the following 3 roles: Super Admin, Sales Manager, and Sales. If you’ve created another role, you can select it here.
6. Review the member’s permissions and customize them if needed
7. Add the member to a team (optional) and click “Create Member”
8. After the invitation is sent, the member will receive a confirmation email
Once the new member accepts the invitation via email, they will be added to the workspace.
D. From the “Add a Member” option
1. Scroll through the sidebar to the “Members” module and click on “Add a Member”
This option lets you begin registering a new member following the same steps outlined in option C.
The result is the same: the new member will receive an invitation email, and once accepted, they will appear in the member list of your workspace.
Learn more about managing members in the workspace.
If you forget to complete any section, the system will redirect you so you can enter the missing information.
