Skip to main content

Invite Teammates to Salesgear

Written by Premsanth Rajamani

Inviting teammates allows you to collaborate on sequences, contacts, and outreach while maintaining clear permissions and ownership.

User roles

  • Admin
    Can invite users, manage settings, and access account-wide data

  • User
    Can work with sequences and contacts based on assigned permissions

Inviting a teammate

  1. Go to Settings → Users & Teams.

  2. Open the Users tab.

  3. Click Add user.

  4. Enter the user’s:

    • First name

    • Last name

    • Email address

    • Job title

    • Role (Admin or User)

  5. Click Add user.

Salesgear sends an invite email automatically.

Manage invitations

  • Edit user details
    Click the three-dot menu → Edit

  • Resend invite
    Use Resend invite if the user didn’t receive the email

  • Cancel invite
    Use Cancel invite to revoke a pending invitation

Points to remember

  • Only admins can invite teammates

  • You can’t invite users who already own a Salesgear team plan

  • Multiple admins are allowed per account

  • Users can be given read-only or read-write access to sequences and templates

  • Free plans allow up to 5 users

Did this answer your question?