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Invite Teammates to Salesgear

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

User roles

  • Administrator
    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 More → Team (or More → 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 (Administrator or User)

  5. Click Invite.

Salesgear sends an invite email automatically.

📌 Want to group teammates by region, function, or ownership? See Create and Manage Teams.

Manage invitations

Click the three-dot menu (⋮) on a row:

  • Edit
    Change user details or role

  • Resend Invite
    Use if the user didn't receive the email

  • Cancel Invite
    Revoke a pending invitation

  • Deactivate / Activate
    Turn a user's access off or back on

Use Filter by to show Active, Invited, Inactive or Rejected users.

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

  • Users & Teams depends on your plan, and the number of seats depends on your subscription (see More → Settings → Billing)

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