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:
- Go to Settings >> Teams in the web app or Click here.
- Click on Invite Member at the upper right corner of the screen.
- If you don't have any team member seats available in your subscription, you will be prompt to purchase extra team member seats.
- If already purchased, you can enter the email address of the team member and click the Invite button.
- 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:
- Go to Settings >> Billing tab in the web app or Click here.
- Click the Delete icon next to the user you want to remove under the Action column.
- This step will make that user's SalesHandy account inactive and that member will no longer be able to access the SalesHandy