Inviting and Managing Team Members

Adding new members to your BrandKit CRM workspace is easy. The system is designed around a secure invitation link that gives you full control over who joins your company's account.

How to Invite a New Team Member

Only users with an 'Admin' role can invite new members. Here’s how:

1. Navigate to Settings and select the Company Settings tab.
2. Go to the Team page.
3. In the "Invite Team Members" section, you will find a unique invitation link for your workspace.
4. Click the copy button to copy the link to your clipboard.
5. Share this link with the person you want to invite via email, Slack, or any other communication channel.

Approving New Members

For security, new users who sign up with your link must be approved by an admin before they can access the workspace.

• Once a user signs up, they will appear in the user list on the Team settings page with a "Pending" status.
• Admins will see an "Approve" button next to their name.
• Clicking "Approve" will grant them full access to the workspace as a "Member".