Invite team members
Invite colleagues to your DinamisAI workspace, choose their role and teams, and make sure they can sign in and start replying to customers.
On this page
What you need
- Access to Team with permission to invite members (usually the workspace owner or an admin)
- The work email of the person you're inviting
- Time
- ~4 min
- Steps
- 6
Every team member signs in with their own account. That way, conversations, work, and performance are recorded under the right person.
Send an invite
- Open Team in the Administration group. The Members tab opens.
- Click Invite.
- Enter the Email addresses. To invite several people with the same role at once, separate the addresses with a comma or a new line. For a single address, also fill in their Name.
- Choose their Role. Every member has exactly one role.
- If your workspace has teams, choose their Teams. A role that works through teams sees no conversations or deals until the person is in a team, and the dialog warns you when that's the case.
- Click Send invites.
The new member appears in the list right away, marked Invited until they sign in for the first time. How roles and teams work is explained in Roles and access.
What the invitee receives
If their email has never been used on DinamisAI, they receive an email with a link to set a password. After opening the link, they fill in New password and Confirm password, then click Set password & continue. They land in your workspace straight away.
If their email already has a DinamisAI account, for example because they belong to another workspace, no invite email is sent. Let them know yourself. Your invite shows up in their account:
- They sign in as usual, then open Account settings and the Organizations tab.
- Your workspace is marked Invited. They click Accept.
- They click Switch, or use the workspace switcher in the top left, to open your workspace.
An invite that hasn't been accepted gives no access at all.
After they join
On the member's row, click Edit access to change their role or teams. If someone no longer works on your team, choose Disable account there. Their access is removed immediately, their conversations and history stay, and you can enable the account again later. You can't change your own role or account.
Troubleshooting
I want to cancel an invite
On that member's row, click Edit access, then choose Remove from workspace. This option appears only if your role allows removing members.
The invite link has expired
There's no resend button. Remove the person as described above, then invite the same email again. They receive a new invite email. If they already use DinamisAI in another workspace, no email is sent: they accept the invite the next time they sign in.
I can't invite anyone
If the button is unavailable or the list shows that every seat is used, your workspace has reached its member limit. Disable a member who no longer needs access, or contact the DinamisAI team for more seats.
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