Get Started: Invite Team Members
Inviting stakeholders to WhatConverts allows them to access the platform according to their assigned roles and permissions. As part of the Get Started Checklist, this step ensures the right people can log in and begin using WhatConverts based on their responsibilities.
Add Team Members
- Open the Invite Team Members step in the checklist.
- Enter the Email Addresses of your teammates.
- Assign each member a Role.
- Click “Send Invitations”.
Each teammate will receive an email with an activation link. Once they activate the account, they’ll be able to log in and access your account.
Note: You can manage users and adjust their roles at any time from Master Account Settings > Users. For more details, see the What is a User? article.
Next Steps
With your team invited, you’ve completed the Get Started Checklist! Your account is now fully set up to track leads and collaborate effectively.
Now you can start learning more about the WhatConverts products, starting with an Introduction to the Control Center or an Introduction to Lead Tracking.
Get a FREE presentation of WhatConverts
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a Demo
