Invite your colleagues

Tilgjengelig i alle planerSlik gjør duÅpne i DealJourney
  1. 1Open Inviter teamet ditt in the setup wizard, or the users page in the admin area.
  2. 2Enter the address — kollega@firma.no
  3. 3Click Inviter.
The Invite Your Team control

Send en e-postinvitasjon til kollegaene dine. De får en lenke for å bli med i arbeidsområdet ditt. Du kan alltid invitere flere senere fra Innstillinger.

They get an email titled Du er invitert til å bli med i {{team}} på DealJourney with an Godta invitasjonen 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 — Invitasjonen ble opprettet, men e-posten kunne ikke sendes. Kopier denne lenken for å dele den 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.

⟦Jobber du alene? Helt greit — bare hopp over dette steget.⟧ You can invite people at any time from settings; nothing about the workspace has to be redone.

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