How to invite team members

With Coreloops you can collaborate with your colleagues by sharing access to projects, reports and documents. Admin users can add team members at any time.

Written By Gabriel Makinwa

Last updated About 5 hours ago

Note: inviting additional users will count towards your licenses and may increase your monthly bill.

How to invite team members

  • Head to Settings, Company tab, then Team Members

  • Here you can see your active team members

  • Click Add Team Member

  • Fill in the details of the team member you wish to add and click Invite Member. You can also select which access level they have to the platform.

    • Admin: Can access all projects and configure company settings

    • Member: Can only access the projects they’ve created or have access to.

  • They will receive an invitation to join via email. When they accept the invitation, they will create their password and can log in and view your company’s projects.

By clicking on Accept invite, they'll be directed to the Coreloops platform to sign up and create an account. As soon as they've signed up, they'll be able to access your team's accounts and any projects you've added them to.

Note: Only admin team members will be able to see all of the projects in the system.

Setting Up Teams

You can set up a group of team members into a team.

Go to Settings > Companies > My teams tab

Select Add

Enter Team Name & Description

Add the team members you want as part of the team and then create your team