Inviting colleagues allows you to work together in Tribe by giving others access to your shared CRM environment. This is useful when you want your team to see the same customer data and stay up to date. You might use this feature when a new colleague joins your team or when you want to improve collaboration. By following this guide, you will successfully send an invitation and give your colleague access to Tribe.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
Step By Step Instructions
What Happens After The Invitation?
Tips Or Best Practices
What Does This Feature Do?
The invite colleagues feature allows you to give other people access to your Tribe environment. When you send an invitation, your colleague receives an email with a secure link to create their account and start working in Tribe.
Why Or When Should You Use It?
You should use this feature when a new employee starts, when a colleague needs access to customer information, or when you want to work together more efficiently. It helps everyone stay up to date and work in the same system.
Step By Step Instructions
Click your user account in the top right of the blue bar.
Select Invite colleagues.
Enter one or more email addresses in the email field.
Click Invite.
Confirm the message shown by your web browser.
After completing these steps, the invitation is sent immediately.
What Happens After The Invitation?
Your colleague receives an email from [email protected] with a link to activate their account.
After clicking the link, they enter their name, email address, and a new password. They then select Start now to begin using Tribe.
Did you know?
New colleagues are automatically linked to a licence in Tribe. You can manage licences through the account page.
Tips Or Best Practices
Use work email addresses to ensure invitations arrive successfully. Check that the email address is correct before selecting Invite.
Quick Summary
You can invite colleagues by sending them an access link from your user account in Tribe. After receiving the email, they create their login details and gain access to the system. This process allows your team to work together using the same up to date information.