How to add, remove or swap a team member in your saleshandy team?

You can manage your team members through your Saleshandy account to check their emails, campaign, and activities.

Follow the steps to add a team member to your Saleshandy Account:

  1. Go to Settings >> Teams in the web app or Click here.
  2. Click on Invite Member at the upper right corner of the screen.
  3. If you don't have any team member seats available in your subscription, you will be prompt to purchase extra team member seats.
  4. If already purchased, you can enter the email address of the team member and click the Invite button.
  5. An invite email will be sent to the team member's email. The member will be added as a team member as soon as that person accepts the invitation by clicking the Accept Invitation button in that email.

Follow the steps to remove a team member from your Saleshandy Account:

  1. Go to Settings >> Billing tab in the web app or Click here.
  2. Click the Delete icon next to the user you want to remove under the Action column.
  3. This step will make that user's SalesHandy account inactive and that member will no longer be able to access the SalesHandy

You may need to contact customer support at [email protected] If you want to swap team members in your subscription or you're trying to add a team member that already has a SalesHandy account. Alternatively, you can also schedule a call with us by clicking  here.
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