Help centre
How to invite teammates
Open Members from the account menu, click Invite Member, enter an email address and choose a role. Teammates share the same leads, agents and channels in your workspace.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
Before you start
- Admin or owner access to the workspace.
- The email address of each person and the role you want them to have.
Steps
- 1
Step 1
Open Members
Click your account menu in the sidebar and choose Members.
- 2
Step 2
Click Invite Member
The Invite Team Member dialog opens.
- 3
Step 3
Enter email and role
Type the person's email and choose Admin, Member or Viewer.
- 4
Step 4
Send the invite
They receive an email. Pending invites are listed on the Members page, where you can revoke one.
- 5
Step 5
Switch workspaces
Once accepted, your teammate can switch workspaces from the team picker in the sidebar.
What happens next
The teammate receives the invitation by email. After they accept, they see the same leads, agents and channels as the rest of the workspace, according to their role.
Good to know
- Leads, agents, channels, integrations and wallets belong to the workspace, not to one person.
- Billing is managed by team admins. Other members have read only access to it.
- If the invite email fails to send, the invite is still created. You see a message and can try again.
- Use Viewer for people who should look but not change anything.
- Agree who approves messages before you invite the whole team. See approve messages.
- Remove people who leave the company from the Members page the same day.
- Use one workspace per business so reporting and billing stay clean.
Common questions
Can I change someone's role later?
Is there a seat charge for teammates?
Can one person belong to two workspaces?
Which roles are there?
Sources and method
Written from the Sellinger app as of 19 October 2026.
Related: Get started with Sellinger, Billing explained, Sales teams, All help articles.
