Managing Team Members

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Inviting New Team Members

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Step 1: Access the Members Page

1. Navigate to Settings in the main navigation
2. Select Members from the sidebar

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Step 2: Send an Invitation

1. Click the Invite Member button in the top right corner

2. In the Invite Member dialog, enter the email address of the person you want to invite. Be sure the email is tied to a Google account, since they will need to sign in with Google to join your workspace.

3. Click Send Invitation

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Step 3: User Acceptance

When a user receives an invitation:

1. They click the invitation link in their email
2. On the Invitation Page, they can:

• Sign in with Google
• Create a new account (if they don’t have one)

3. After signing in, they’re automatically added to your company workspace

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Managing Invitations

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Tracking Invitation Status

• View all pending invitations under the “Invited” section on the Members page
• For pending invitations, click the dropdown menu to resend the invitation.

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Troubleshooting Invitations

If an invited user can’t find their invitation:

1. Ask them to check their spam folder
2. Use the “Resend Invitation” option
3. If issues persist, contact support

After adding team members:

• Help them get familiar with Flashquotes basics
• Set up their profile settings
• Review company settings together