Invite your colleagues

Tilgængelig i alle planerSådan gør duÅbn i DealJourney
  1. 1Open Inviter dit team in the setup wizard, or the users page in the admin area.
  2. 2Enter the address — kollega@firma.dk
  3. 3Click Invitér.
The Invite Your Team control

Send en mailinvitation til dine kolleger. De får et link til at blive en del af dit arbejdsområde. Du kan altid invitere flere senere under Indstillinger.

They get an email titled Du er inviteret til {{team}} på DealJourney with an Acceptér invitationen button. Clicking it lets them set a password and land in your workspace.

If the email does not arrive, the invitation still exists. The app gives you the link directly — Invitationen blev oprettet, men mailen kunne ikke sendes. Kopiér dette link for at dele det manuelt: {{link}} — so you can paste it into a chat message instead. That link is personal to them; do not post it somewhere public.

Otherwise it is almost always the spam folder, or a typo in the address. Both are visible from the users list, where pending invitations are shown separately from people who have actually joined.

Roles come after. An invitation gets someone in; what they can see and change is decided by their role, and it is worth setting deliberately rather than leaving everyone as an administrator. See Add users and set what they can do.

Teams are a separate thing from roles — they decide whose records and hours people can see, and are also how work gets routed. See Set up teams.

⟦Arbejder du alene? Helt fint — spring bare dette trin over.⟧ You can invite people at any time from settings; nothing about the workspace has to be redone.

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