Skip to main content

Invite Your Team Members to Collaborate

GrowthOptix makes it easy to collaborate with your team. You can invite colleagues from different departments.

Luis Schiffmann avatar
Written by Luis Schiffmann
Updated over 3 weeks ago

How to Invite a Team Member

To invite someone to your organization:

  1. Go to Settings > People > + Add New Collaborator

  2. Click “Invite Collaborator”

  3. Enter their email address

  4. Select a role from the dropdown

  5. Click Send Invite

The invited team member will receive an email with a link to join your organization. After that, you will receive a confirmation email (if the person accepts your invitation).


Available Roles

When you invite a collaborator, you can assign one of the following roles:

  • Admin – Full access to everything, including billing and user management

  • Data Scientist – Full access to dashboards and exports

  • Marketer – Full access to dashboards and exports

  • Accountant – Full access to dashboards and exports

  • Sales Rep – Full access to dashboards and exports

  • Customer Service Rep – Full access to dashboards and exports

You can update roles or remove users anytime from the People tab.


Need to Invite Someone to a Different Organization?

If you manage multiple organizations, make sure you're in the correct one before inviting users. You can switch organizations from the top-right menu.


That’s it! Inviting your team takes less than a minute!

Log in to GrowthOptix and start building a smarter, more collaborative revenue operation team.

Did this answer your question?