Inviting Members to the Platform

Inviting new members to your SparrowDesk account is simple and ensures your whole team can collaborate effectively. You can manage invitations, assign roles, and set team memberships directly from the platform.

How to Invite Members

• Navigate to Settings → Members.
• Click on Invite Member.

Fill in the details for the new member:

• Email address: The invite will be sent to this email.
• Name: Helps identify the member inside the platform.
• Teams: Choose the teams this member should be part of (optional).
• Role: Assign their role (e.g., agent, admin, etc.).

Click Send Invite.

What Happens Next

• The invited member will receive an email containing a Verify Email button.
• By clicking the button, they can confirm their email and join your account.

If the member does not receive the invite:

• Ask them to check their Spam or Junk folder.
• If still not found, you can re-send the invite from the Members page.

Seat Limits

The number of members you can add depends on your subscription plan.

Example: If your plan includes 10 seats and you already have 1 member (yourself), you can invite up to 9 more members.

Once you reach your seat limit:

• New members cannot be invited.
• To add more, you can remove an existing member and reuse that seat.

Frequently Asked Questions (FAQ)

What if the invited member does not get the email?
Ask them to check their Spam or Junk folder. If still not found, you can re-send the invitation from the Members page.

What happens if I reach my seat limit?
You won’t be able to invite new members. To add someone else, you need to remove an existing member and reuse that seat.

Do invited members need to verify their email before joining?
Yes. Each invited member must verify their email by clicking the Verify Email button in the invitation to access your SparrowDesk account.

Can I change a member’s role after inviting them?
Yes. Roles can be modified anytime from the Members settings page once the member has joined.