Use this article to invite teammates into DealMachine so you can work together on prospecting, driving, and outreach. Team owners can invite members during onboarding or at any time from Settings.
Where to find it: Click your name in the bottom-left corner, select Settings, then go to Organization Settings > Members. Organization Settings is available on the Scale plan only.
Invite a team member
Click your name in the bottom-left corner and select Settings.
Go to Organization Settings > Members.
Enter your teammate's email address.
Choose their role (Member or Admin).
Click Send.
Your teammate will receive an email invitation with an Accept Invitation button to join your organization.
Managing your team
From the team management page, admins can see current members, view pending invites, resend or revoke invitations, change member roles, and remove members.